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 | $219,863 | $78,672+179.5% | $109,143+101.4% | $85,850+156.1% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 25.77% | 25.09%+0.7pp | 25.75%0pp | 318.53%-292.8pp |
| Employer contribution / active EE | $3,578 | $2,735+30.8% | $3,722-3.9% | $2,565+39.5% |
| Participant deferral / active EE | $6,317 | $3,467+82.2% | $4,653+35.8% | $3,952+59.8% |
| Admin fee / account holder | $5,768 | $5,469+5.5% | $6,752-14.6% | $6,260-7.9% |