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 | $186,301 | $109,881+69.5% | $150,045+24.2% | $84,808+119.7% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 15.21% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,209 | $3,561-9.9% | $4,693-31.6% | $2,631+22.0% |
| Participant deferral / active EE | $5,819 | $6,636-12.3% | $7,997-27.2% | $4,212+38.2% |
| Admin fee / account holder | $1,711 | $8,568-80.0% | $13,435-87.3% | $7,344-76.7% |