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 | $232,515 | $64,480+260.6% | $81,382+185.7% | $80,856+187.6% |
| Participation rate | 90.4% | 63.9%+26.5pp | 69.5%+20.9pp | 67.6%+22.7pp |
| Annual return | 13.74% | 16.34%-2.6pp | 24.73%-11.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,085 | $1,978-45.1% | $2,463-55.9% | $2,755-60.6% |
| Participant deferral / active EE | $7,696 | $3,094+148.8% | $3,883+98.2% | $4,296+79.2% |
| Admin fee / account holder | $43,405 | $5,671+665.4% | $5,768+652.4% | $6,918+527.4% |