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 | $191,881 | $109,881+74.6% | $150,045+27.9% | $84,808+126.3% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 18.55% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $6,862 | $3,561+92.7% | $4,693+46.2% | $2,631+160.8% |
| Participant deferral / active EE | $14,041 | $6,636+111.6% | $7,997+75.6% | $4,212+233.4% |
| Admin fee / account holder | $3,564 | $8,568-58.4% | $13,435-73.5% | $7,344-51.5% |