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 | $210,055 | $93,571+124.5% | $135,903+54.6% | $75,163+179.5% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 19.49% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,991 | $3,537-15.4% | $4,856-38.4% | $2,670+12.0% |
| Participant deferral / active EE | $7,220 | $6,404+12.7% | $7,758-6.9% | $4,125+75.0% |
| Admin fee / account holder | $5,594 | $6,975-19.8% | $10,762-48.0% | $5,651-1.0% |