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 | $225,735 | $109,881+105.4% | $150,045+50.4% | $84,808+166.2% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-1.9pp | 68.3%+12.1pp |
| Annual return | 14.30% | 28.25%-13.9pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,947 | $3,561-17.2% | $4,693-37.2% | $2,631+12.0% |
| Participant deferral / active EE | $6,008 | $6,636-9.5% | $7,997-24.9% | $4,212+42.7% |
| Admin fee / account holder | $3,191 | $8,568-62.8% | $13,435-76.2% | $7,344-56.5% |