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 | $192,343 | $56,897+238.1% | $84,750+127.0% | $62,891+205.8% |
| Participation rate | 86.5% | 68.5%+17.9pp | 76.6%+9.9pp | 69.3%+17.2pp |
| Annual return | 5.28% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,336 | $2,400+80.7% | $3,574+21.3% | $2,281+90.1% |
| Participant deferral / active EE | $10,070 | $2,709+271.7% | $3,712+171.3% | $3,203+214.4% |
| Admin fee / account holder | $1,756 | $3,581-51.0% | $5,332-67.1% | $4,296-59.1% |