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 | $194,438 | $72,492+168.2% | $87,100+123.2% | $72,985+166.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 24.57% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,393 | $1,894+26.4% | $2,521-5.1% | $2,440-1.9% |
| Participant deferral / active EE | $6,234 | $3,270+90.7% | $4,049+54.0% | $3,607+72.8% |
| Admin fee / account holder | $2,220 | $5,055-56.1% | $7,497-70.4% | $5,124-56.7% |