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 | $183,900 | $65,395+181.2% | $182,532+0.7% | $72,985+152.0% |
| Participation rate | 72.8% | 65.4%+7.4pp | 78.0%-5.1pp | 69.5%+3.3pp |
| Annual return | 22.30% | 27.68%-5.4pp | 148.54%-126.2pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,151 | $1,911+12.6% | $4,076-47.2% | $2,440-11.8% |
| Participant deferral / active EE | $8,614 | $3,563+141.8% | $5,524+55.9% | $3,607+138.8% |
| Admin fee / account holder | $1,252 | $4,245-70.5% | $8,592-85.4% | $5,124-75.6% |