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 | $197,588 | $109,881+79.8% | $150,045+31.7% | $84,808+133.0% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.82% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,559 | $3,561+28.0% | $4,693-2.9% | $2,631+73.3% |
| Participant deferral / active EE | $9,984 | $6,636+50.5% | $7,997+24.8% | $4,212+137.1% |
| Admin fee / account holder | $10,566 | $8,568+23.3% | $13,435-21.4% | $7,344+43.9% |