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 | $191,019 | $148,978+28.2% | $200,582-4.8% | $84,808+125.2% |
| Participation rate | 97.8% | 84.2%+13.6pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 20.66% | 28.16%-7.5pp | 42.33%-21.7pp | 40.90%-20.2pp |
| Employer contribution / active EE | $18,358 | $4,815+281.2% | $6,419+186.0% | $2,631+597.7% |
| Participant deferral / active EE | $16,921 | $7,142+136.9% | $9,331+81.3% | $4,212+301.8% |
| Admin fee / account holder | $13,958 | $13,977-0.1% | $16,305-14.4% | $7,344+90.1% |