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 | $234,282 | $56,897+311.8% | $84,750+176.4% | $62,891+272.5% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | 5.33% | 6.30%-1.0pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,414 | $2,400+209.0% | $3,574+107.4% | $2,281+225.1% |
| Participant deferral / active EE | $8,866 | $2,709+227.3% | $3,712+138.9% | $3,203+176.8% |
| Admin fee / account holder | $102,643 | $3,581+2766.5% | $5,332+1825.0% | $4,296+2289.5% |