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 | $198,522 | $77,503+156.1% | $100,391+97.7% | $80,856+145.5% |
| Participation rate | 89.5% | 76.9%+12.5pp | 81.5%+8.0pp | 67.6%+21.8pp |
| Annual return | 14.52% | 37.20%-22.7pp | 49.20%-34.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,087 | $2,801+45.9% | $3,942+3.7% | $2,755+48.3% |
| Participant deferral / active EE | $9,701 | $6,820+42.2% | $8,082+20.0% | $4,296+125.8% |
| Admin fee / account holder | $5,657 | $5,897-4.1% | $7,899-28.4% | $6,918-18.2% |