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 | $234,328 | $109,413+114.2% | $156,263+50.0% | $84,808+176.3% |
| Participation rate | 86.2% | 72.7%+13.5pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 14.60% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,181 | $2,907-25.0% | $4,333-49.7% | $2,631-17.1% |
| Participant deferral / active EE | $4,340 | $4,590-5.4% | $6,158-29.5% | $4,212+3.1% |
| Admin fee / account holder | $3,753 | $9,357-59.9% | $14,255-73.7% | $7,344-48.9% |