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 | $202,960 | $148,978+36.2% | $200,582+1.2% | $84,808+139.3% |
| Participation rate | 83.7% | 84.2%-0.6pp | 86.9%-3.2pp | 68.3%+15.4pp |
| Annual return | 13.99% | 28.16%-14.2pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,842 | $4,815+0.6% | $6,419-24.6% | $2,631+84.0% |
| Participant deferral / active EE | $8,549 | $7,142+19.7% | $9,331-8.4% | $4,212+103.0% |
| Admin fee / account holder | $24,511 | $13,977+75.4% | $16,305+50.3% | $7,344+233.8% |