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 | $225,828 | $93,571+141.3% | $135,903+66.2% | $75,163+200.4% |
| Participation rate | 72.5% | 75.2%-2.7pp | 81.9%-9.4pp | 67.2%+5.3pp |
| Annual return | 19.44% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,186 | $3,537-38.2% | $4,856-55.0% | $2,670-18.1% |
| Participant deferral / active EE | $8,633 | $6,404+34.8% | $7,758+11.3% | $4,125+109.3% |
| Admin fee / account holder | $1,597 | $6,975-77.1% | $10,762-85.2% | $5,651-71.7% |