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 | $194,313 | $109,881+76.8% | $150,045+29.5% | $84,808+129.1% |
| Participation rate | 95.3% | 76.1%+19.2pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,856 | $3,561+36.4% | $4,693+3.5% | $2,631+84.6% |
| Participant deferral / active EE | $11,971 | $6,636+80.4% | $7,997+49.7% | $4,212+184.2% |
| Admin fee / account holder | $26,718 | $8,568+211.8% | $13,435+98.9% | $7,344+263.8% |