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 | $186,971 | $109,413+70.9% | $156,263+19.7% | $84,808+120.5% |
| Participation rate | 70.9% | 72.7%-1.8pp | 78.9%-8.0pp | 68.3%+2.6pp |
| Annual return | 16.48% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,728 | $2,907-6.1% | $4,333-37.0% | $2,631+3.7% |
| Participant deferral / active EE | $6,214 | $4,590+35.4% | $6,158+0.9% | $4,212+47.6% |
| Admin fee / account holder | $10,766 | $9,357+15.1% | $14,255-24.5% | $7,344+46.6% |