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 | $230,391 | $95,803+140.5% | $113,168+103.6% | $84,808+171.7% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 16.22% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $8,638 | $2,360+266.0% | $2,975+190.3% | $2,631+228.3% |
| Participant deferral / active EE | $7,715 | $4,242+81.9% | $5,107+51.1% | $4,212+83.2% |
| Admin fee / account holder | $19,236 | $8,989+114.0% | $12,068+59.4% | $7,344+161.9% |