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 | $228,781 | $67,606+238.4% | $82,313+177.9% | $70,131+226.2% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,841 | $1,755+118.9% | $2,428+58.2% | $2,342+64.0% |
| Participant deferral / active EE | $7,598 | $2,987+154.4% | $3,706+105.0% | $3,332+128.0% |
| Admin fee / account holder | $5,056 | $4,512+12.1% | $5,608-9.8% | $4,645+8.8% |