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 | $188,846 | $109,413+72.6% | $156,263+20.9% | $84,808+122.7% |
| Participation rate | 91.2% | 72.7%+18.5pp | 78.9%+12.3pp | 68.3%+22.9pp |
| Annual return | 19.01% | 20.18%-1.2pp | 59.47%-40.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $6,215 | $2,907+113.8% | $4,333+43.4% | $2,631+136.2% |
| Participant deferral / active EE | $7,820 | $4,590+70.4% | $6,158+27.0% | $4,212+85.7% |
| Admin fee / account holder | $13,612 | $9,357+45.5% | $14,255-4.5% | $7,344+85.4% |