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 | $193,183 | $109,881+75.8% | $150,045+28.7% | $84,808+127.8% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 16.62% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,473 | $3,561-30.6% | $4,693-47.3% | $2,631-6.0% |
| Participant deferral / active EE | $11,211 | $6,636+68.9% | $7,997+40.2% | $4,212+166.2% |
| Admin fee / account holder | $8,667 | $8,568+1.2% | $13,435-35.5% | $7,344+18.0% |