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 | $216,033 | $81,248+165.9% | $155,509+38.9% | $80,856+167.2% |
| Participation rate | 76.5% | 66.2%+10.2pp | 78.2%-1.7pp | 67.6%+8.8pp |
| Annual return | 15.87% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,996 | $3,100-3.3% | $4,672-35.9% | $2,755+8.8% |
| Participant deferral / active EE | $5,938 | $3,452+72.0% | $5,626+5.5% | $4,296+38.2% |
| Admin fee / account holder | $7,755 | $7,997-3.0% | $15,912-51.3% | $6,918+12.1% |