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 | $189,688 | $80,968+134.3% | $96,544+96.5% | $75,163+152.4% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.7pp |
| Annual return | 16.64% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,840 | $2,282+155.9% | $2,965+97.0% | $2,670+118.7% |
| Participant deferral / active EE | $4,539 | $3,928+15.6% | $4,851-6.4% | $4,125+10.0% |
| Admin fee / account holder | $4,838 | $6,724-28.0% | $8,252-41.4% | $5,651-14.4% |