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 | $193,026 | $60,892+217.0% | $82,389+134.3% | $84,808+127.6% |
| Participation rate | 76.7% | 63.3%+13.4pp | 69.5%+7.1pp | 68.3%+8.4pp |
| Annual return | 15.93% | 37.29%-21.4pp | 28.67%-12.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,545 | $1,779+43.0% | $2,517+1.1% | $2,631-3.3% |
| Participant deferral / active EE | $6,519 | $3,179+105.1% | $4,155+56.9% | $4,212+54.8% |
| Admin fee / account holder | $12,591 | $5,467+130.3% | $7,231+74.1% | $7,344+71.5% |