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 | $230,112 | $109,413+110.3% | $156,263+47.3% | $84,808+171.3% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 14.90% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,726 | $2,907-6.2% | $4,333-37.1% | $2,631+3.6% |
| Participant deferral / active EE | $6,154 | $4,590+34.1% | $6,158-0.1% | $4,212+46.1% |
| Admin fee / account holder | $6,796 | $9,357-27.4% | $14,255-52.3% | $7,344-7.5% |