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 | $188,548 | $110,257+71.0% | $96,544+95.3% | $139,434+35.2% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 26.48% | 26.32%+0.2pp | 25.84%+0.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $2,892 | $3,620-20.1% | $2,965-2.4% | $4,751-39.1% |
| Participant deferral / active EE | $7,166 | $5,548+29.2% | $4,851+47.7% | $6,710+6.8% |
| Admin fee / account holder | $8,372 | $11,591-27.8% | $8,252+1.4% | $11,403-26.6% |