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 | $196,678 | $109,359+79.8% | $162,163+21.3% | $72,985+169.5% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 21.88% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,191 | $3,907-18.3% | $5,614-43.1% | $2,440+30.8% |
| Participant deferral / active EE | $4,778 | $5,481-12.8% | $7,298-34.5% | $3,607+32.5% |
| Admin fee / account holder | $3,657 | $7,972-54.1% | $10,843-66.3% | $5,124-28.6% |