See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,258 | $148,978+43.8% | $200,582+6.8% | $84,808+152.6% |
| Participation rate | 75.5% | 84.2%-8.7pp | 86.9%-11.4pp | 68.3%+7.2pp |
| Annual return | 14.08% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,990 | $4,815-37.9% | $6,419-53.4% | $2,631+13.6% |
| Participant deferral / active EE | $8,724 | $7,142+22.2% | $9,331-6.5% | $4,212+107.2% |
| Admin fee / account holder | $13,602 | $13,977-2.7% | $16,305-16.6% | $7,344+85.2% |