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 | $190,415 | $80,673+136.0% | $101,326+87.9% | $84,808+124.5% |
| Participation rate | 86.0% | 77.8%+8.2pp | 81.5%+4.5pp | 68.3%+17.7pp |
| Annual return | 17.09% | 38.95%-21.9pp | 36.82%-19.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,235 | $2,698+57.0% | $3,665+15.5% | $2,631+61.0% |
| Participant deferral / active EE | $11,527 | $6,840+68.5% | $7,994+44.2% | $4,212+173.7% |
| Admin fee / account holder | $8,605 | $12,784-32.7% | $11,185-23.1% | $7,344+17.2% |