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 | $191,236 | $109,881+74.0% | $150,045+27.5% | $84,808+125.5% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-2.0pp | 68.3%+12.0pp |
| Annual return | 17.90% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,172 | $3,561+17.1% | $4,693-11.1% | $2,631+58.6% |
| Participant deferral / active EE | $10,292 | $6,636+55.1% | $7,997+28.7% | $4,212+144.4% |
| Admin fee / account holder | $3,001 | $8,568-65.0% | $13,435-77.7% | $7,344-59.1% |