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 | $240,698 | $74,927+221.2% | $101,794+136.5% | $84,808+183.8% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.2%+29.5pp | 68.3%+30.4pp |
| Annual return | 13.68% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,535 | $1,522+66.6% | $2,289+10.8% | $2,631-3.6% |
| Participant deferral / active EE | $4,128 | $3,099+33.2% | $4,084+1.1% | $4,212-2.0% |
| Admin fee / account holder | $27,103 | $6,514+316.1% | $8,777+208.8% | $7,344+269.1% |