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 | $246,455 | $95,803+157.3% | $113,168+117.8% | $84,808+190.6% |
| Participation rate | 95.3% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.0pp |
| Annual return | 13.69% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,971 | $2,360+110.7% | $2,975+67.1% | $2,631+89.0% |
| Participant deferral / active EE | $6,725 | $4,242+58.5% | $5,107+31.7% | $4,212+59.7% |
| Admin fee / account holder | $5,861 | $8,989-34.8% | $12,068-51.4% | $7,344-20.2% |