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 | $212,642 | $98,750+115.3% | $149,696+42.0% | $79,858+166.3% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.5%-8.0pp | 69.6%+4.9pp |
| Annual return | 18.04% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,329 | $3,216+3.5% | $4,644-28.3% | $2,471+34.7% |
| Participant deferral / active EE | $7,639 | $5,680+34.5% | $6,842+11.6% | $3,740+104.2% |
| Admin fee / account holder | $12,384 | $6,053+104.6% | $9,309+33.0% | $5,306+133.4% |