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 | $192,112 | $109,881+74.8% | $150,045+28.0% | $84,808+126.5% |
| Participation rate | 87.8% | 76.1%+11.8pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,378 | $3,561-5.1% | $4,693-28.0% | $2,631+28.4% |
| Participant deferral / active EE | $7,443 | $6,636+12.2% | $7,997-6.9% | $4,212+76.7% |
| Admin fee / account holder | $30,869 | $8,568+260.3% | $13,435+129.8% | $7,344+320.3% |