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 | $239,214 | $81,248+194.4% | $155,509+53.8% | $80,856+195.8% |
| Participation rate | 73.9% | 66.2%+7.7pp | 78.2%-4.3pp | 67.6%+6.3pp |
| Annual return | 11.83% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,075 | $3,100+63.7% | $4,672+8.6% | $2,755+84.2% |
| Participant deferral / active EE | $6,882 | $3,452+99.4% | $5,626+22.3% | $4,296+60.2% |
| Admin fee / account holder | $6,105 | $7,997-23.7% | $15,912-61.6% | $6,918-11.7% |