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 | $245,393 | $109,881+123.3% | $150,045+63.5% | $84,808+189.4% |
| Participation rate | 71.9% | 76.1%-4.2pp | 82.3%-10.4pp | 68.3%+3.6pp |
| Annual return | 14.30% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,342 | $3,561-62.3% | $4,693-71.4% | $2,631-49.0% |
| Participant deferral / active EE | $8,210 | $6,636+23.7% | $7,997+2.7% | $4,212+94.9% |
| Admin fee / account holder | $9,133 | $8,568+6.6% | $13,435-32.0% | $7,344+24.4% |