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 | $206,193 | $60,022+243.5% | $88,946+131.8% | $84,808+143.1% |
| Participation rate | 75.9% | 57.8%+18.0pp | 68.8%+7.0pp | 68.3%+7.6pp |
| Annual return | 15.41% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,464 | $1,703+44.7% | $2,555-3.6% | $2,631-6.4% |
| Participant deferral / active EE | $7,065 | $3,114+126.9% | $4,581+54.2% | $4,212+67.8% |
| Admin fee / account holder | $4,050 | $4,811-15.8% | $8,261-51.0% | $7,344-44.9% |