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 | $210,297 | $138,347+52.0% | $184,203+14.2% | $80,856+160.1% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 12.75% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $6,037 | $4,850+24.5% | $6,427-6.1% | $2,755+119.1% |
| Participant deferral / active EE | $8,295 | $7,071+17.3% | $9,131-9.2% | $4,296+93.1% |
| Admin fee / account holder | $8,990 | $10,483-14.2% | $13,901-35.3% | $6,918+30.0% |