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 | $194,920 | $70,475+176.6% | $100,516+93.9% | $79,858+144.1% |
| Participation rate | 76.7% | 73.7%+3.1pp | 79.4%-2.7pp | 69.6%+7.1pp |
| Annual return | 17.18% | 21.90%-4.7pp | 30.89%-13.7pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,276 | $2,165-41.1% | $3,418-62.7% | $2,471-48.4% |
| Participant deferral / active EE | $6,560 | $5,181+26.6% | $6,270+4.6% | $3,740+75.4% |
| Admin fee / account holder | $7,269 | $4,478+62.3% | $8,081-10.1% | $5,306+37.0% |