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 | $235,877 | $74,927+214.8% | $101,794+131.7% | $84,808+178.1% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.0pp | 68.3%+5.9pp |
| Annual return | 13.54% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,539 | $1,522+66.8% | $2,289+10.9% | $2,631-3.5% |
| Participant deferral / active EE | $6,420 | $3,099+107.2% | $4,084+57.2% | $4,212+52.4% |
| Admin fee / account holder | $3,902 | $6,514-40.1% | $8,777-55.5% | $7,344-46.9% |