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 | $196,156 | $80,717+143.0% | $154,803+26.7% | $84,808+131.3% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 14.73% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,082 | $2,761+120.2% | $4,305+41.3% | $2,631+131.2% |
| Participant deferral / active EE | $5,462 | $3,303+65.4% | $5,540-1.4% | $4,212+29.7% |
| Admin fee / account holder | $9,453 | $6,746+40.1% | $14,329-34.0% | $7,344+28.7% |