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 | $221,426 | $109,881+101.5% | $150,045+47.6% | $84,808+161.1% |
| Participation rate | 79.2% | 76.1%+3.1pp | 82.3%-3.2pp | 68.3%+10.9pp |
| Annual return | 15.64% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,488 | $3,561-58.2% | $4,693-68.3% | $2,631-43.4% |
| Participant deferral / active EE | $5,716 | $6,636-13.9% | $7,997-28.5% | $4,212+35.7% |
| Admin fee / account holder | $88,256 | $8,568+930.1% | $13,435+556.9% | $7,344+1101.8% |