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 | $204,424 | $109,881+86.0% | $150,045+36.2% | $84,808+141.0% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,794 | $3,561-49.6% | $4,693-61.8% | $2,631-31.8% |
| Participant deferral / active EE | $9,515 | $6,636+43.4% | $7,997+19.0% | $4,212+125.9% |
| Admin fee / account holder | $23,896 | $8,568+178.9% | $13,435+77.9% | $7,344+225.4% |