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 | $186,477 | $138,347+34.8% | $184,203+1.2% | $80,856+130.6% |
| Participation rate | 70.7% | 83.9%-13.2pp | 86.8%-16.1pp | 67.6%+3.1pp |
| Annual return | 16.30% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,595 | $4,850-46.5% | $6,427-59.6% | $2,755-5.8% |
| Participant deferral / active EE | $5,190 | $7,071-26.6% | $9,131-43.2% | $4,296+20.8% |
| Admin fee / account holder | $14,135 | $10,483+34.8% | $13,901+1.7% | $6,918+104.3% |