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 | $190,300 | $109,881+73.2% | $150,045+26.8% | $84,808+124.4% |
| Participation rate | 79.7% | 76.1%+3.6pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,095 | $3,561-13.1% | $4,693-34.1% | $2,631+17.6% |
| Participant deferral / active EE | $6,798 | $6,636+2.4% | $7,997-15.0% | $4,212+61.4% |
| Admin fee / account holder | $4,328 | $8,568-49.5% | $13,435-67.8% | $7,344-41.1% |