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 | $199,016 | $148,978+33.6% | $200,582-0.8% | $84,808+134.7% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 17.62% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $9,998 | $4,815+107.6% | $6,419+55.8% | $2,631+280.0% |
| Participant deferral / active EE | $12,385 | $7,142+73.4% | $9,331+32.7% | $4,212+194.1% |
| Admin fee / account holder | $377 | $13,977-97.3% | $16,305-97.7% | $7,344-94.9% |