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 | $200,713 | $95,803+109.5% | $113,168+77.4% | $84,808+136.7% |
| Participation rate | 74.2% | 72.9%+1.4pp | 76.6%-2.3pp | 68.3%+5.9pp |
| Annual return | 13.81% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,180 | $2,360-7.6% | $2,975-26.7% | $2,631-17.1% |
| Participant deferral / active EE | $8,307 | $4,242+95.8% | $5,107+62.7% | $4,212+97.2% |
| Admin fee / account holder | $5,171 | $8,989-42.5% | $12,068-57.2% | $7,344-29.6% |