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 | $189,344 | $101,724+86.1% | $164,813+14.9% | $80,856+134.2% |
| Participation rate | 88.1% | 71.8%+16.3pp | 78.6%+9.5pp | 67.6%+20.5pp |
| Annual return | 11.59% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $6,514 | $2,953+120.6% | $4,341+50.1% | $2,755+136.5% |
| Participant deferral / active EE | $10,709 | $4,477+139.2% | $6,031+77.6% | $4,296+149.3% |
| Admin fee / account holder | $5,888 | $8,227-28.4% | $12,690-53.6% | $6,918-14.9% |