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 | $192,897 | $148,978+29.5% | $200,582-3.8% | $84,808+127.5% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 13.44% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $6,092 | $4,815+26.5% | $6,419-5.1% | $2,631+131.5% |
| Participant deferral / active EE | $7,107 | $7,142-0.5% | $9,331-23.8% | $4,212+68.8% |
| Admin fee / account holder | $24,889 | $13,977+78.1% | $16,305+52.7% | $7,344+238.9% |