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 | $189,704 | $109,881+72.6% | $150,045+26.4% | $84,808+123.7% |
| Participation rate | 87.0% | 76.1%+10.9pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 14.88% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,534 | $3,561-0.8% | $4,693-24.7% | $2,631+34.3% |
| Participant deferral / active EE | $14,136 | $6,636+113.0% | $7,997+76.8% | $4,212+235.7% |
| Admin fee / account holder | $27,239 | $8,568+217.9% | $13,435+102.8% | $7,344+270.9% |