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 | $215,258 | $148,978+44.5% | $200,582+7.3% | $84,808+153.8% |
| Participation rate | 72.4% | 84.2%-11.8pp | 86.9%-14.5pp | 68.3%+4.1pp |
| Annual return | 16.71% | 28.16%-11.5pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,607 | $4,815-4.3% | $6,419-28.2% | $2,631+75.1% |
| Participant deferral / active EE | $7,578 | $7,142+6.1% | $9,331-18.8% | $4,212+79.9% |
| Admin fee / account holder | $8,222 | $13,977-41.2% | $16,305-49.6% | $7,344+12.0% |