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 | $185,576 | $109,413+69.6% | $156,263+18.8% | $84,808+118.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 13.88% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,847 | $2,907-36.5% | $4,333-57.4% | $2,631-29.8% |
| Participant deferral / active EE | $5,889 | $4,590+28.3% | $6,158-4.4% | $4,212+39.8% |
| Admin fee / account holder | $20,812 | $9,357+122.4% | $14,255+46.0% | $7,344+183.4% |