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 | $217,506 | $80,717+169.5% | $154,803+40.5% | $84,808+156.5% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 17.57% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,560 | $2,761-7.3% | $4,305-40.5% | $2,631-2.7% |
| Participant deferral / active EE | $8,349 | $3,303+152.8% | $5,540+50.7% | $4,212+98.2% |
| Admin fee / account holder | $6,596 | $6,746-2.2% | $14,329-54.0% | $7,344-10.2% |