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 9-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 | $232,724 | $148,978+56.2% | $200,582+16.0% | $84,808+174.4% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 17.80% | 28.16%-10.4pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $12,363 | $4,815+156.8% | $6,419+92.6% | $2,631+369.9% |
| Participant deferral / active EE | $16,387 | $7,142+129.4% | $9,331+75.6% | $4,212+289.1% |
| Admin fee / account holder | $12,286 | $13,977-12.1% | $16,305-24.6% | $7,344+67.3% |