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 | $193,684 | $109,413+77.0% | $156,263+23.9% | $84,808+128.4% |
| Participation rate | 95.5% | 72.7%+22.8pp | 78.9%+16.5pp | 68.3%+27.1pp |
| Annual return | 19.13% | 20.18%-1.1pp | 59.47%-40.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $10,424 | $2,907+258.6% | $4,333+140.6% | $2,631+296.2% |
| Participant deferral / active EE | $7,831 | $4,590+70.6% | $6,158+27.2% | $4,212+85.9% |
| Admin fee / account holder | $18,332 | $9,357+95.9% | $14,255+28.6% | $7,344+149.6% |