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 | $210,921 | $109,881+92.0% | $150,045+40.6% | $84,808+148.7% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 17.57% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,765 | $3,561+5.7% | $4,693-19.8% | $2,631+43.1% |
| Participant deferral / active EE | $9,372 | $6,636+41.2% | $7,997+17.2% | $4,212+122.5% |
| Admin fee / account holder | $14,059 | $8,568+64.1% | $13,435+4.6% | $7,344+91.4% |