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 | $187,491 | $109,881+70.6% | $150,045+25.0% | $84,808+121.1% |
| Participation rate | 77.3% | 76.1%+1.2pp | 82.3%-5.0pp | 68.3%+9.0pp |
| Annual return | 15.30% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,017 | $3,561-15.3% | $4,693-35.7% | $2,631+14.7% |
| Participant deferral / active EE | $10,470 | $6,636+57.8% | $7,997+30.9% | $4,212+148.6% |
| Admin fee / account holder | $7,352 | $8,568-14.2% | $13,435-45.3% | $7,344+0.1% |