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 | $193,751 | $109,881+76.3% | $150,045+29.1% | $84,808+128.5% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 22.66% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $2,272 | $3,561-36.2% | $4,693-51.6% | $2,631-13.7% |
| Participant deferral / active EE | $9,436 | $6,636+42.2% | $7,997+18.0% | $4,212+124.0% |
| Admin fee / account holder | $3,125 | $8,568-63.5% | $13,435-76.7% | $7,344-57.5% |