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 | $228,487 | $148,978+53.4% | $200,582+13.9% | $84,808+169.4% |
| Participation rate | 95.9% | 84.2%+11.7pp | 86.9%+9.1pp | 68.3%+27.6pp |
| Annual return | 17.89% | 28.16%-10.3pp | 42.33%-24.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,925 | $4,815-18.5% | $6,419-38.8% | $2,631+49.2% |
| Participant deferral / active EE | $13,125 | $7,142+83.8% | $9,331+40.7% | $4,212+211.6% |
| Admin fee / account holder | $7,990 | $13,977-42.8% | $16,305-51.0% | $7,344+8.8% |