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 | $198,050 | $87,013+127.6% | $106,213+86.5% | $80,856+144.9% |
| Participation rate | 87.6% | 70.4%+17.2pp | 75.3%+12.3pp | 67.6%+20.0pp |
| Annual return | 15.50% | 17.05%-1.6pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,884 | $2,395+20.4% | $3,171-9.1% | $2,755+4.7% |
| Participant deferral / active EE | $5,547 | $3,986+39.2% | $5,016+10.6% | $4,296+29.1% |
| Admin fee / account holder | $4,580 | $8,431-45.7% | $11,033-58.5% | $6,918-33.8% |