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 | $187,585 | $109,881+70.7% | $150,045+25.0% | $84,808+121.2% |
| Participation rate | 72.8% | 76.1%-3.3pp | 82.3%-9.5pp | 68.3%+4.5pp |
| Annual return | 16.10% | 28.25%-12.1pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,882 | $3,561-47.2% | $4,693-59.9% | $2,631-28.5% |
| Participant deferral / active EE | $7,360 | $6,636+10.9% | $7,997-8.0% | $4,212+74.8% |
| Admin fee / account holder | $8,111 | $8,568-5.3% | $13,435-39.6% | $7,344+10.4% |