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 | $197,472 | $109,881+79.7% | $150,045+31.6% | $84,808+132.8% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 19.09% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,421 | $3,561-60.1% | $4,693-69.7% | $2,631-46.0% |
| Participant deferral / active EE | $9,529 | $6,636+43.6% | $7,997+19.2% | $4,212+126.3% |
| Admin fee / account holder | $5,774 | $8,568-32.6% | $13,435-57.0% | $7,344-21.4% |