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 | $195,944 | $83,477+134.7% | $125,175+56.5% | $72,985+168.5% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+10.0pp | 69.5%+20.3pp |
| Annual return | 17.43% | 25.78%-8.3pp | 43.79%-26.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $5,451 | $2,345+132.4% | $3,865+41.0% | $2,440+123.4% |
| Participant deferral / active EE | $8,486 | $3,585+136.7% | $4,937+71.9% | $3,607+135.2% |
| Admin fee / account holder | $9,170 | $5,517+66.2% | $9,702-5.5% | $5,124+79.0% |