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 | $199,449 | $109,359+82.4% | $162,163+23.0% | $72,985+173.3% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 32.37% | 25.46%+6.9pp | 115.59%-83.2pp | 81.00%-48.6pp |
| Employer contribution / active EE | $3,978 | $3,907+1.8% | $5,614-29.1% | $2,440+63.1% |
| Participant deferral / active EE | $7,110 | $5,481+29.7% | $7,298-2.6% | $3,607+97.1% |
| Admin fee / account holder | $17,766 | $7,972+122.9% | $10,843+63.9% | $5,124+246.7% |