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 | $210,852 | $77,503+172.1% | $100,391+110.0% | $80,856+160.8% |
| Participation rate | 87.1% | 76.9%+10.2pp | 81.5%+5.6pp | 67.6%+19.5pp |
| Annual return | 31.45% | 37.20%-5.8pp | 49.20%-17.8pp | 35.59%-4.1pp |
| Employer contribution / active EE | $3,441 | $2,801+22.9% | $3,942-12.7% | $2,755+24.9% |
| Participant deferral / active EE | $8,573 | $6,820+25.7% | $8,082+6.1% | $4,296+99.6% |
| Admin fee / account holder | $8,294 | $5,897+40.7% | $7,899+5.0% | $6,918+19.9% |