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 | $202,538 | $86,929+133.0% | $102,423+97.7% | $80,856+150.5% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 16.44% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,109 | $2,369+31.2% | $3,023+2.8% | $2,755+12.9% |
| Participant deferral / active EE | $12,435 | $4,118+201.9% | $5,053+146.1% | $4,296+189.5% |
| Admin fee / account holder | $7,104 | $8,049-11.7% | $9,451-24.8% | $6,918+2.7% |