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 | $192,811 | $109,359+76.3% | $162,163+18.9% | $72,985+164.2% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+19.0pp |
| Annual return | 24.87% | 25.46%-0.6pp | 115.59%-90.7pp | 81.00%-56.1pp |
| Employer contribution / active EE | $4,827 | $3,907+23.5% | $5,614-14.0% | $2,440+97.8% |
| Participant deferral / active EE | $9,883 | $5,481+80.3% | $7,298+35.4% | $3,607+174.0% |
| Admin fee / account holder | $3,360 | $7,972-57.9% | $10,843-69.0% | $5,124-34.4% |