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 | $174,451 | $77,503+125.1% | $100,391+73.8% | $80,856+115.8% |
| Participation rate | 90.7% | 76.9%+13.8pp | 81.5%+9.2pp | 67.6%+23.1pp |
| Annual return | 14.97% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,016 | $2,801+7.7% | $3,942-23.5% | $2,755+9.5% |
| Participant deferral / active EE | $6,428 | $6,820-5.7% | $8,082-20.5% | $4,296+49.6% |
| Admin fee / account holder | $8,426 | $5,897+42.9% | $7,899+6.7% | $6,918+21.8% |