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 | $200,722 | $109,881+82.7% | $150,045+33.8% | $84,808+136.7% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 18.07% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,251 | $3,561-8.7% | $4,693-30.7% | $2,631+23.6% |
| Participant deferral / active EE | $9,984 | $6,636+50.5% | $7,997+24.8% | $4,212+137.1% |
| Admin fee / account holder | $9,040 | $8,568+5.5% | $13,435-32.7% | $7,344+23.1% |