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 | $194,107 | $109,881+76.7% | $150,045+29.4% | $84,808+128.9% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 23.65% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $4,843 | $3,561+36.0% | $4,693+3.2% | $2,631+84.1% |
| Participant deferral / active EE | $12,076 | $6,636+82.0% | $7,997+51.0% | $4,212+186.7% |
| Admin fee / account holder | $3,836 | $8,568-55.2% | $13,435-71.4% | $7,344-47.8% |