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 | $183,297 | $110,257+66.2% | $96,544+89.9% | $139,434+31.5% |
| Participation rate | 79.2% | 78.1%+1.1pp | 76.0%+3.2pp | 80.3%-1.2pp |
| Annual return | 21.03% | 26.32%-5.3pp | 25.84%-4.8pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,432 | $3,620-5.2% | $2,965+15.8% | $4,751-27.8% |
| Participant deferral / active EE | $8,020 | $5,548+44.6% | $4,851+65.3% | $6,710+19.5% |
| Admin fee / account holder | $10,438 | $11,591-9.9% | $8,252+26.5% | $11,403-8.5% |