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 | $224,918 | $118,680+89.5% | $98,907+127.4% | $158,922+41.5% |
| Participation rate | 76.5% | 77.8%-1.4pp | 76.0%+0.4pp | 82.0%-5.5pp |
| Annual return | 13.54% | 372.35%-358.8pp | 196.43%-182.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,529 | $3,333-24.1% | $2,689-6.0% | $4,761-46.9% |
| Participant deferral / active EE | $5,181 | $5,088+1.8% | $4,244+22.1% | $5,982-13.4% |
| Admin fee / account holder | $10,018 | $10,131-1.1% | $6,642+50.8% | $11,246-10.9% |