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 | $189,474 | $80,717+134.7% | $154,803+22.4% | $84,808+123.4% |
| Participation rate | 73.7% | 66.8%+6.9pp | 78.1%-4.4pp | 68.3%+5.4pp |
| Annual return | 13.26% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,696 | $2,761-2.3% | $4,305-37.4% | $2,631+2.5% |
| Participant deferral / active EE | $5,420 | $3,303+64.1% | $5,540-2.2% | $4,212+28.7% |
| Admin fee / account holder | $11,189 | $6,746+65.9% | $14,329-21.9% | $7,344+52.4% |