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 | $188,312 | $89,355+110.7% | $141,162+33.4% | $72,985+158.0% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 20.44% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,576 | $3,114-17.3% | $4,735-45.6% | $2,440+5.6% |
| Participant deferral / active EE | $6,433 | $5,418+18.7% | $6,709-4.1% | $3,607+78.3% |
| Admin fee / account holder | $1,927 | $5,958-67.7% | $10,261-81.2% | $5,124-62.4% |