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 | $197,385 | $109,413+80.4% | $156,263+26.3% | $84,808+132.7% |
| Participation rate | 89.4% | 72.7%+16.7pp | 78.9%+10.5pp | 68.3%+21.1pp |
| Annual return | 14.72% | 20.18%-5.5pp | 59.47%-44.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,149 | $2,907+8.3% | $4,333-27.3% | $2,631+19.7% |
| Participant deferral / active EE | $7,724 | $4,590+68.3% | $6,158+25.4% | $4,212+83.4% |
| Admin fee / account holder | $7,939 | $9,357-15.2% | $14,255-44.3% | $7,344+8.1% |