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 | $217,130 | $68,719+216.0% | $91,541+137.2% | $84,808+156.0% |
| Participation rate | 92.3% | 64.5%+27.8pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 16.33% | 19.12%-2.8pp | 20.50%-4.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,719 | $1,920+93.7% | $2,505+48.5% | $2,631+41.3% |
| Participant deferral / active EE | $7,358 | $3,136+134.7% | $4,008+83.6% | $4,212+74.7% |
| Admin fee / account holder | $10,354 | $5,786+78.9% | $6,956+48.8% | $7,344+41.0% |