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 | $195,512 | $109,881+77.9% | $150,045+30.3% | $84,808+130.5% |
| Participation rate | 74.5% | 76.1%-1.6pp | 82.3%-7.9pp | 68.3%+6.2pp |
| Annual return | 17.66% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,232 | $3,561-65.4% | $4,693-73.7% | $2,631-53.2% |
| Participant deferral / active EE | $6,240 | $6,636-6.0% | $7,997-22.0% | $4,212+48.2% |
| Admin fee / account holder | $10,643 | $8,568+24.2% | $13,435-20.8% | $7,344+44.9% |