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 | $194,402 | $138,347+40.5% | $184,203+5.5% | $80,856+140.4% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 25.77% | 20.02%+5.8pp | 28.81%-3.0pp | 35.59%-9.8pp |
| Employer contribution / active EE | $2,929 | $4,850-39.6% | $6,427-54.4% | $2,755+6.3% |
| Participant deferral / active EE | $6,340 | $7,071-10.3% | $9,131-30.6% | $4,296+47.6% |
| Admin fee / account holder | $3,407 | $10,483-67.5% | $13,901-75.5% | $6,918-50.8% |