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 | $230,093 | $96,128+139.4% | $136,007+69.2% | $80,856+184.6% |
| Participation rate | 82.5% | 71.2%+11.3pp | 76.5%+6.1pp | 67.6%+14.9pp |
| Annual return | 12.49% | 28.71%-16.2pp | 579.32%-566.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,061 | $3,351-8.7% | $4,217-27.4% | $2,755+11.1% |
| Participant deferral / active EE | $9,677 | $5,709+69.5% | $7,025+37.8% | $4,296+125.3% |
| Admin fee / account holder | $6,646 | $8,236-19.3% | $6,858-3.1% | $6,918-3.9% |