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 | $195,029 | $81,248+140.0% | $155,509+25.4% | $80,856+141.2% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 23.34% | 33.31%-10.0pp | 64.67%-41.3pp | 35.59%-12.3pp |
| Employer contribution / active EE | $6,962 | $3,100+124.6% | $4,672+49.0% | $2,755+152.7% |
| Participant deferral / active EE | $5,249 | $3,452+52.1% | $5,626-6.7% | $4,296+22.2% |
| Admin fee / account holder | $7,586 | $7,997-5.1% | $15,912-52.3% | $6,918+9.7% |