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 | $196,930 | $73,933+166.4% | $96,683+103.7% | $75,163+162.0% |
| Participation rate | 84.2% | 66.4%+17.8pp | 74.3%+9.9pp | 67.2%+17.0pp |
| Annual return | 16.27% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,814 | $2,928+64.4% | $3,737+28.8% | $2,670+80.3% |
| Participant deferral / active EE | $9,311 | $3,659+154.5% | $4,878+90.9% | $4,125+125.7% |
| Admin fee / account holder | $7,364 | $5,216+41.2% | $6,730+9.4% | $5,651+30.3% |