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 | $188,799 | $78,672+140.0% | $109,143+73.0% | $85,850+119.9% |
| Participation rate | 95.3% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+26.0pp |
| Annual return | 11.95% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $4,335 | $2,735+58.5% | $3,722+16.5% | $2,565+69.0% |
| Participant deferral / active EE | $5,226 | $3,467+50.7% | $4,653+12.3% | $3,952+32.2% |
| Admin fee / account holder | $8,805 | $5,469+61.0% | $6,752+30.4% | $6,260+40.7% |