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 9-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 | $218,259 | $138,347+57.8% | $184,203+18.5% | $80,856+169.9% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 24.33% | 20.02%+4.3pp | 28.81%-4.5pp | 35.59%-11.3pp |
| Employer contribution / active EE | $8,068 | $4,850+66.3% | $6,427+25.5% | $2,755+192.9% |
| Participant deferral / active EE | $4,146 | $7,071-41.4% | $9,131-54.6% | $4,296-3.5% |
| Admin fee / account holder | $8,158 | $10,483-22.2% | $13,901-41.3% | $6,918+17.9% |