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 | $191,991 | $89,753+113.9% | $107,525+78.6% | $84,808+126.4% |
| Participation rate | 95.0% | 68.1%+26.9pp | 75.1%+19.9pp | 68.3%+26.7pp |
| Annual return | 18.10% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,843 | $3,113-8.7% | $3,754-24.3% | $2,631+8.1% |
| Participant deferral / active EE | $8,987 | $4,056+121.6% | $5,116+75.7% | $4,212+113.4% |
| Admin fee / account holder | $8,250 | $7,222+14.2% | $8,919-7.5% | $7,344+12.3% |