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 | $242,167 | $95,803+152.8% | $113,168+114.0% | $84,808+185.5% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 13.58% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $904 | $2,360-61.7% | $2,975-69.6% | $2,631-65.6% |
| Participant deferral / active EE | $4,944 | $4,242+16.5% | $5,107-3.2% | $4,212+17.4% |
| Admin fee / account holder | $16,781 | $8,989+86.7% | $12,068+39.1% | $7,344+128.5% |