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 | $192,484 | $109,881+75.2% | $150,045+28.3% | $84,808+127.0% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 18.11% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,911 | $3,561+9.8% | $4,693-16.7% | $2,631+48.7% |
| Participant deferral / active EE | $8,219 | $6,636+23.9% | $7,997+2.8% | $4,212+95.2% |
| Admin fee / account holder | $17,404 | $8,568+103.1% | $13,435+29.5% | $7,344+137.0% |