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 | $248,800 | $81,460+205.4% | $103,333+140.8% | $80,856+207.7% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 11.36% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,264 | $3,105+37.3% | $3,868+10.2% | $2,755+54.8% |
| Participant deferral / active EE | $10,239 | $3,869+164.7% | $5,057+102.5% | $4,296+138.4% |
| Admin fee / account holder | $8,013 | $6,566+22.0% | $8,355-4.1% | $6,918+15.8% |