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 8-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 | $189,521 | $148,978+27.2% | $200,582-5.5% | $84,808+123.5% |
| Participation rate | 98.0% | 84.2%+13.7pp | 86.9%+11.1pp | 68.3%+29.6pp |
| Annual return | 13.59% | 28.16%-14.6pp | 42.33%-28.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $26,206 | $4,815+444.2% | $6,419+308.3% | $2,631+896.1% |
| Participant deferral / active EE | $5,359 | $7,142-25.0% | $9,331-42.6% | $4,212+27.2% |
| Admin fee / account holder | $6,368 | $13,977-54.4% | $16,305-60.9% | $7,344-13.3% |