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 | $195,958 | $86,929+125.4% | $102,423+91.3% | $80,856+142.4% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.8pp | 67.6%+13.6pp |
| Annual return | 12.20% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,067 | $2,369-12.7% | $3,023-31.6% | $2,755-25.0% |
| Participant deferral / active EE | $4,472 | $4,118+8.6% | $5,053-11.5% | $4,296+4.1% |
| Admin fee / account holder | $4,962 | $8,049-38.4% | $9,451-47.5% | $6,918-28.3% |