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 | $249,558 | $148,978+67.5% | $200,582+24.4% | $84,808+194.3% |
| Participation rate | 75.8% | 84.2%-8.5pp | 86.9%-11.1pp | 68.3%+7.4pp |
| Annual return | 13.71% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,960 | $4,815-59.3% | $6,419-69.5% | $2,631-25.5% |
| Participant deferral / active EE | $5,128 | $7,142-28.2% | $9,331-45.0% | $4,212+21.8% |
| Admin fee / account holder | $19,491 | $13,977+39.4% | $16,305+19.5% | $7,344+165.4% |