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 | $196,155 | $109,413+79.3% | $156,263+25.5% | $84,808+131.3% |
| Participation rate | 90.1% | 72.7%+17.4pp | 78.9%+11.2pp | 68.3%+21.8pp |
| Annual return | 16.07% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,802 | $2,907+65.2% | $4,333+10.8% | $2,631+82.5% |
| Participant deferral / active EE | $12,179 | $4,590+165.4% | $6,158+97.8% | $4,212+189.2% |
| Admin fee / account holder | $19,641 | $9,357+109.9% | $14,255+37.8% | $7,344+167.5% |