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 | $217,893 | $95,803+127.4% | $113,168+92.5% | $84,808+156.9% |
| Participation rate | 78.0% | 72.9%+5.2pp | 76.6%+1.5pp | 68.3%+9.7pp |
| Annual return | 18.12% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,092 | $2,360+31.0% | $2,975+3.9% | $2,631+17.5% |
| Participant deferral / active EE | $10,436 | $4,242+146.0% | $5,107+104.4% | $4,212+147.8% |
| Admin fee / account holder | $43,839 | $8,989+387.7% | $12,068+263.3% | $7,344+496.9% |