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 | $199,890 | $94,625+111.2% | $116,228+72.0% | $84,808+135.7% |
| Participation rate | 73.7% | 70.4%+3.2pp | 74.6%-0.9pp | 68.3%+5.4pp |
| Annual return | 15.38% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,452 | $2,347+4.5% | $2,994-18.1% | $2,631-6.8% |
| Participant deferral / active EE | $4,666 | $3,972+17.5% | $4,953-5.8% | $4,212+10.8% |
| Admin fee / account holder | $28,750 | $10,091+184.9% | $11,989+139.8% | $7,344+291.5% |