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 | $189,110 | $109,881+72.1% | $150,045+26.0% | $84,808+123.0% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 17.74% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,867 | $3,561+8.6% | $4,693-17.6% | $2,631+47.0% |
| Participant deferral / active EE | $10,620 | $6,636+60.0% | $7,997+32.8% | $4,212+152.2% |
| Admin fee / account holder | $16,416 | $8,568+91.6% | $13,435+22.2% | $7,344+123.5% |