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 | $219,996 | $83,477+163.5% | $125,175+75.8% | $72,985+201.4% |
| Participation rate | 92.2% | 73.3%+18.8pp | 79.8%+12.4pp | 69.5%+22.7pp |
| Annual return | 23.24% | 25.78%-2.5pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $5,044 | $2,345+115.1% | $3,865+30.5% | $2,440+106.7% |
| Participant deferral / active EE | $7,349 | $3,585+105.0% | $4,937+48.9% | $3,607+103.7% |
| Admin fee / account holder | $5,075 | $5,517-8.0% | $9,702-47.7% | $5,124-1.0% |