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 | $189,291 | $80,673+134.6% | $101,326+86.8% | $84,808+123.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 15.72% | 38.95%-23.2pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,340 | $2,698+23.8% | $3,665-8.9% | $2,631+27.0% |
| Participant deferral / active EE | $8,480 | $6,840+24.0% | $7,994+6.1% | $4,212+101.3% |
| Admin fee / account holder | $21,476 | $12,784+68.0% | $11,185+92.0% | $7,344+192.4% |