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 | $199,405 | $109,413+82.3% | $156,263+27.6% | $84,808+135.1% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 16.86% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $13,669 | $2,907+370.2% | $4,333+215.4% | $2,631+419.5% |
| Participant deferral / active EE | $6,209 | $4,590+35.3% | $6,158+0.8% | $4,212+47.4% |
| Admin fee / account holder | $6,497 | $9,357-30.6% | $14,255-54.4% | $7,344-11.5% |