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 | $193,592 | $109,413+76.9% | $156,263+23.9% | $84,808+128.3% |
| Participation rate | 97.7% | 72.7%+25.0pp | 78.9%+18.8pp | 68.3%+29.4pp |
| Annual return | 16.30% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,786 | $2,907+236.6% | $4,333+125.8% | $2,631+271.9% |
| Participant deferral / active EE | $7,997 | $4,590+74.2% | $6,158+29.9% | $4,212+89.9% |
| Admin fee / account holder | $5,956 | $9,357-36.4% | $14,255-58.2% | $7,344-18.9% |