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 | $190,041 | $125,758+51.1% | $169,993+11.8% | $75,163+152.8% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.7pp | 67.2%+22.5pp |
| Annual return | 13.79% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,522 | $4,615-23.7% | $6,785-48.1% | $2,670+31.9% |
| Participant deferral / active EE | $7,129 | $6,837+4.3% | $10,408-31.5% | $4,125+72.8% |
| Admin fee / account holder | $19,173 | $8,173+134.6% | $12,815+49.6% | $5,651+239.3% |