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 | $222,178 | $110,257+101.5% | $96,544+130.1% | $139,434+59.3% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 13.35% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,655 | $3,620+1.0% | $2,965+23.3% | $4,751-23.1% |
| Participant deferral / active EE | $9,769 | $5,548+76.1% | $4,851+101.4% | $6,710+45.6% |
| Admin fee / account holder | $5,151 | $11,591-55.6% | $8,252-37.6% | $11,403-54.8% |