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 | $189,174 | $109,413+72.9% | $156,263+21.1% | $84,808+123.1% |
| Participation rate | 89.7% | 72.7%+17.0pp | 78.9%+10.7pp | 68.3%+21.3pp |
| Annual return | 18.37% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $6,883 | $2,907+136.8% | $4,333+58.8% | $2,631+161.6% |
| Participant deferral / active EE | $7,434 | $4,590+62.0% | $6,158+20.7% | $4,212+76.5% |
| Admin fee / account holder | $5,480 | $9,357-41.4% | $14,255-61.6% | $7,344-25.4% |