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 | $242,339 | $109,881+120.5% | $150,045+61.5% | $84,808+185.8% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 15.66% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,073 | $3,561-13.7% | $4,693-34.5% | $2,631+16.8% |
| Participant deferral / active EE | $8,222 | $6,636+23.9% | $7,997+2.8% | $4,212+95.2% |
| Admin fee / account holder | $15,596 | $8,568+82.0% | $13,435+16.1% | $7,344+112.4% |