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 | $189,023 | $109,881+72.0% | $150,045+26.0% | $84,808+122.9% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 19.51% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,181 | $3,561+73.6% | $4,693+31.7% | $2,631+134.9% |
| Participant deferral / active EE | $9,075 | $6,636+36.8% | $7,997+13.5% | $4,212+115.5% |
| Admin fee / account holder | $2,295 | $8,568-73.2% | $13,435-82.9% | $7,344-68.7% |