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 | $204,275 | $71,050+187.5% | $93,606+118.2% | $80,856+152.6% |
| Participation rate | 76.0% | 60.4%+15.6pp | 68.7%+7.3pp | 67.6%+8.4pp |
| Annual return | 14.01% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,007 | $1,564+28.3% | $2,420-17.1% | $2,755-27.2% |
| Participant deferral / active EE | $5,726 | $4,034+41.9% | $4,411+29.8% | $4,296+33.3% |
| Admin fee / account holder | $7,103 | $6,945+2.3% | $8,285-14.3% | $6,918+2.7% |