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 | $213,231 | $86,929+145.3% | $102,423+108.2% | $80,856+163.7% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 17.57% | 18.88%-1.3pp | 29.32%-11.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,630 | $2,369+11.0% | $3,023-13.0% | $2,755-4.5% |
| Participant deferral / active EE | $5,834 | $4,118+41.6% | $5,053+15.5% | $4,296+35.8% |
| Admin fee / account holder | $7,191 | $8,049-10.7% | $9,451-23.9% | $6,918+4.0% |