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 | $197,430 | $60,022+228.9% | $88,946+122.0% | $84,808+132.8% |
| Participation rate | 71.1% | 57.8%+13.2pp | 68.8%+2.2pp | 68.3%+2.7pp |
| Annual return | 15.36% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,395 | $1,703-18.1% | $2,555-45.4% | $2,631-47.0% |
| Participant deferral / active EE | $4,100 | $3,114+31.7% | $4,581-10.5% | $4,212-2.6% |
| Admin fee / account holder | $2,732 | $4,811-43.2% | $8,261-66.9% | $7,344-62.8% |