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 | $233,166 | $72,012+223.8% | $185,823+25.5% | $79,858+192.0% |
| Participation rate | 89.1% | 65.8%+23.3pp | 78.0%+11.1pp | 69.6%+19.5pp |
| Annual return | 19.21% | 23.12%-3.9pp | 35.95%-16.7pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,576 | $1,965+82.0% | $4,087-12.5% | $2,471+44.7% |
| Participant deferral / active EE | $9,981 | $3,779+164.1% | $5,632+77.2% | $3,740+166.9% |
| Admin fee / account holder | $8,575 | $4,513+90.0% | $9,500-9.7% | $5,306+61.6% |