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 | $217,072 | $64,348+237.3% | $90,160+140.8% | $70,131+209.5% |
| Participation rate | 72.7% | 70.4%+2.3pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 16.23% | 28.13%-11.9pp | 34.88%-18.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $394 | $2,046-80.7% | $3,318-88.1% | $2,342-83.2% |
| Participant deferral / active EE | $2,470 | $4,389-43.7% | $5,288-53.3% | $3,332-25.9% |
| Admin fee / account holder | $5,521 | $3,944+40.0% | $5,943-7.1% | $4,645+18.8% |