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 | $190,326 | $80,717+135.8% | $154,803+22.9% | $84,808+124.4% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 17.13% | 37.96%-20.8pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $9,796 | $2,761+254.7% | $4,305+127.5% | $2,631+272.3% |
| Participant deferral / active EE | $8,153 | $3,303+146.8% | $5,540+47.2% | $4,212+93.6% |
| Admin fee / account holder | $5,870 | $6,746-13.0% | $14,329-59.0% | $7,344-20.1% |