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 | $235,700 | $95,803+146.0% | $113,168+108.3% | $84,808+177.9% |
| Participation rate | 89.7% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.4pp |
| Annual return | 17.46% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,796 | $2,360+18.5% | $2,975-6.0% | $2,631+6.3% |
| Participant deferral / active EE | $9,068 | $4,242+113.8% | $5,107+77.6% | $4,212+115.3% |
| Admin fee / account holder | $7,720 | $8,989-14.1% | $12,068-36.0% | $7,344+5.1% |