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 | $190,302 | $86,929+118.9% | $102,423+85.8% | $80,856+135.4% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 11.01% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,530 | $2,369+6.8% | $3,023-16.3% | $2,755-8.2% |
| Participant deferral / active EE | $10,212 | $4,118+148.0% | $5,053+102.1% | $4,296+137.7% |
| Admin fee / account holder | $9,354 | $8,049+16.2% | $9,451-1.0% | $6,918+35.2% |