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 | $229,211 | $148,978+53.9% | $200,582+14.3% | $84,808+170.3% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 18.48% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $8,011 | $4,815+66.4% | $6,419+24.8% | $2,631+204.5% |
| Participant deferral / active EE | $8,732 | $7,142+22.3% | $9,331-6.4% | $4,212+107.3% |
| Admin fee / account holder | $21,518 | $13,977+54.0% | $16,305+32.0% | $7,344+193.0% |