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 | $212,098 | $109,881+93.0% | $150,045+41.4% | $84,808+150.1% |
| Participation rate | 78.4% | 76.1%+2.3pp | 82.3%-3.9pp | 68.3%+10.1pp |
| Annual return | 18.83% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,272 | $3,561-8.1% | $4,693-30.3% | $2,631+24.4% |
| Participant deferral / active EE | $9,155 | $6,636+38.0% | $7,997+14.5% | $4,212+117.4% |
| Admin fee / account holder | $43,284 | $8,568+405.2% | $13,435+222.2% | $7,344+489.4% |