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 | $208,262 | $109,413+90.3% | $156,263+33.3% | $84,808+145.6% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 17.99% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,823 | $2,907-2.9% | $4,333-34.9% | $2,631+7.3% |
| Participant deferral / active EE | $7,549 | $4,590+64.5% | $6,158+22.6% | $4,212+79.2% |
| Admin fee / account holder | $6,299 | $9,357-32.7% | $14,255-55.8% | $7,344-14.2% |