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 | $208,644 | $86,929+140.0% | $102,423+103.7% | $80,856+158.0% |
| Participation rate | 82.1% | 72.4%+9.8pp | 76.5%+5.7pp | 67.6%+14.5pp |
| Annual return | 20.87% | 18.88%+2.0pp | 29.32%-8.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $3,826 | $2,369+61.5% | $3,023+26.5% | $2,755+38.9% |
| Participant deferral / active EE | $10,748 | $4,118+161.0% | $5,053+112.7% | $4,296+150.2% |
| Admin fee / account holder | $2,543 | $8,049-68.4% | $9,451-73.1% | $6,918-63.2% |