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 | $191,055 | $80,717+136.7% | $154,803+23.4% | $84,808+125.3% |
| Participation rate | 79.5% | 66.8%+12.7pp | 78.1%+1.4pp | 68.3%+11.2pp |
| Annual return | 16.46% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,727 | $2,761-1.2% | $4,305-36.7% | $2,631+3.6% |
| Participant deferral / active EE | $5,590 | $3,303+69.2% | $5,540+0.9% | $4,212+32.7% |
| Admin fee / account holder | $2,792 | $6,746-58.6% | $14,329-80.5% | $7,344-62.0% |