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 | $242,294 | $109,413+121.4% | $156,263+55.1% | $84,808+185.7% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 35.54% | 20.18%+15.4pp | 59.47%-23.9pp | 40.90%-5.4pp |
| Employer contribution / active EE | $2,610 | $2,907-10.2% | $4,333-39.8% | $2,631-0.8% |
| Participant deferral / active EE | $8,012 | $4,590+74.6% | $6,158+30.1% | $4,212+90.2% |
| Admin fee / account holder | $5,506 | $9,357-41.2% | $14,255-61.4% | $7,344-25.0% |