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 | $243,419 | $110,257+120.8% | $96,544+152.1% | $139,434+74.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 13.99% | 26.32%-12.3pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,652 | $3,620-26.7% | $2,965-10.6% | $4,751-44.2% |
| Participant deferral / active EE | $8,009 | $5,548+44.4% | $4,851+65.1% | $6,710+19.4% |
| Admin fee / account holder | $6,124 | $11,591-47.2% | $8,252-25.8% | $11,403-46.3% |