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 | $219,190 | $148,978+47.1% | $200,582+9.3% | $84,808+158.5% |
| Participation rate | 96.8% | 84.2%+12.5pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 23.15% | 28.16%-5.0pp | 42.33%-19.2pp | 40.90%-17.7pp |
| Employer contribution / active EE | $14,683 | $4,815+204.9% | $6,419+128.8% | $2,631+458.1% |
| Participant deferral / active EE | $18,107 | $7,142+153.5% | $9,331+94.0% | $4,212+329.9% |
| Admin fee / account holder | $7,889 | $13,977-43.6% | $16,305-51.6% | $7,344+7.4% |