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 | $186,325 | $89,753+107.6% | $107,525+73.3% | $84,808+119.7% |
| Participation rate | 70.7% | 68.1%+2.6pp | 75.1%-4.4pp | 68.3%+2.4pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,606 | $3,113-16.3% | $3,754-30.6% | $2,631-0.9% |
| Participant deferral / active EE | $6,302 | $4,056+55.4% | $5,116+23.2% | $4,212+49.6% |
| Admin fee / account holder | $39,644 | $7,222+448.9% | $8,919+344.5% | $7,344+439.8% |