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 | $207,613 | $81,248+155.5% | $155,509+33.5% | $80,856+156.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 14.55% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,836 | $3,100-8.5% | $4,672-39.3% | $2,755+3.0% |
| Participant deferral / active EE | $5,175 | $3,452+49.9% | $5,626-8.0% | $4,296+20.5% |
| Admin fee / account holder | $7,424 | $7,997-7.2% | $15,912-53.3% | $6,918+7.3% |