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 | $187,806 | $81,248+131.2% | $155,509+20.8% | $80,856+132.3% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 13.79% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,094 | $3,100-0.2% | $4,672-33.8% | $2,755+12.3% |
| Participant deferral / active EE | $9,318 | $3,452+170.0% | $5,626+65.6% | $4,296+116.9% |
| Admin fee / account holder | $478 | $7,997-94.0% | $15,912-97.0% | $6,918-93.1% |