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 | $233,732 | $148,978+56.9% | $200,582+16.5% | $84,808+175.6% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 15.89% | 28.16%-12.3pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,879 | $4,815+1.3% | $6,419-24.0% | $2,631+85.5% |
| Participant deferral / active EE | $9,221 | $7,142+29.1% | $9,331-1.2% | $4,212+118.9% |
| Admin fee / account holder | $27,801 | $13,977+98.9% | $16,305+70.5% | $7,344+278.6% |