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 | $193,852 | $94,625+104.9% | $116,228+66.8% | $84,808+128.6% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.6%+17.4pp | 68.3%+23.7pp |
| Annual return | 12.99% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,248 | $2,347-4.2% | $2,994-24.9% | $2,631-14.5% |
| Participant deferral / active EE | $4,857 | $3,972+22.3% | $4,953-1.9% | $4,212+15.3% |
| Admin fee / account holder | $23,745 | $10,091+135.3% | $11,989+98.1% | $7,344+223.3% |