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 | $190,160 | $80,673+135.7% | $101,326+87.7% | $84,808+124.2% |
| Participation rate | 98.5% | 77.8%+20.7pp | 81.5%+17.0pp | 68.3%+30.2pp |
| Annual return | 18.22% | 38.95%-20.7pp | 36.82%-18.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $14,653 | $2,698+443.1% | $3,665+299.8% | $2,631+456.9% |
| Participant deferral / active EE | $13,190 | $6,840+92.8% | $7,994+65.0% | $4,212+213.2% |
| Admin fee / account holder | $6,551 | $12,784-48.8% | $11,185-41.4% | $7,344-10.8% |