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 | $183,837 | $77,503+137.2% | $100,391+83.1% | $80,856+127.4% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.9pp | 67.6%+25.7pp |
| Annual return | 21.62% | 37.20%-15.6pp | 49.20%-27.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $9,953 | $2,801+255.4% | $3,942+152.5% | $2,755+261.3% |
| Participant deferral / active EE | $18,639 | $6,820+173.3% | $8,082+130.6% | $4,296+333.9% |
| Admin fee / account holder | $4,263 | $5,897-27.7% | $7,899-46.0% | $6,918-38.4% |