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 | $194,682 | $109,881+77.2% | $150,045+29.7% | $84,808+129.6% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 14.98% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,741 | $3,561-23.0% | $4,693-41.6% | $2,631+4.2% |
| Participant deferral / active EE | $9,023 | $6,636+36.0% | $7,997+12.8% | $4,212+114.3% |
| Admin fee / account holder | $8,534 | $8,568-0.4% | $13,435-36.5% | $7,344+16.2% |