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 | $186,892 | $72,277+158.6% | $101,248+84.6% | $79,858+134.0% |
| Participation rate | 89.6% | 68.5%+21.1pp | 75.8%+13.7pp | 69.6%+19.9pp |
| Annual return | 20.68% | 22.30%-1.6pp | 46.47%-25.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $4,236 | $2,692+57.4% | $3,660+15.8% | $2,471+71.5% |
| Participant deferral / active EE | $3,518 | $3,282+7.2% | $4,370-19.5% | $3,740-5.9% |
| Admin fee / account holder | $4,925 | $4,400+11.9% | $5,945-17.2% | $5,306-7.2% |