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 | $240,701 | $95,803+151.2% | $113,168+112.7% | $84,808+183.8% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 13.15% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,508 | $2,360+91.0% | $2,975+51.5% | $2,631+71.3% |
| Participant deferral / active EE | $7,927 | $4,242+86.9% | $5,107+55.2% | $4,212+88.2% |
| Admin fee / account holder | $46,321 | $8,989+415.3% | $12,068+283.8% | $7,344+530.7% |