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 | $190,386 | $77,503+145.7% | $100,391+89.6% | $80,856+135.5% |
| Participation rate | 87.2% | 76.9%+10.3pp | 81.5%+5.8pp | 67.6%+19.6pp |
| Annual return | 14.28% | 37.20%-22.9pp | 49.20%-34.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,434 | $2,801-13.1% | $3,942-38.3% | $2,755-11.7% |
| Participant deferral / active EE | $10,387 | $6,820+52.3% | $8,082+28.5% | $4,296+141.8% |
| Admin fee / account holder | $7,284 | $5,897+23.5% | $7,899-7.8% | $6,918+5.3% |