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 | $195,287 | $94,625+106.4% | $116,228+68.0% | $84,808+130.3% |
| Participation rate | 97.8% | 70.4%+27.3pp | 74.6%+23.2pp | 68.3%+29.5pp |
| Annual return | 15.17% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,153 | $2,347+34.4% | $2,994+5.3% | $2,631+19.9% |
| Participant deferral / active EE | $4,115 | $3,972+3.6% | $4,953-16.9% | $4,212-2.3% |
| Admin fee / account holder | $8,909 | $10,091-11.7% | $11,989-25.7% | $7,344+21.3% |