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 | $230,160 | $109,413+110.4% | $156,263+47.3% | $84,808+171.4% |
| Participation rate | 87.1% | 72.7%+14.4pp | 78.9%+8.2pp | 68.3%+18.7pp |
| Annual return | 14.01% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,629 | $2,907+24.8% | $4,333-16.2% | $2,631+37.9% |
| Participant deferral / active EE | $7,066 | $4,590+53.9% | $6,158+14.7% | $4,212+67.8% |
| Admin fee / account holder | $56,230 | $9,357+501.0% | $14,255+294.5% | $7,344+665.7% |