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 | $184,998 | $93,571+97.7% | $135,903+36.1% | $75,163+146.1% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 18.28% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,238 | $3,537+19.8% | $4,856-12.7% | $2,670+58.7% |
| Participant deferral / active EE | $10,818 | $6,404+68.9% | $7,758+39.4% | $4,125+162.2% |
| Admin fee / account holder | $9,413 | $6,975+34.9% | $10,762-12.5% | $5,651+66.6% |