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 | $223,429 | $68,719+225.1% | $91,541+144.1% | $84,808+163.5% |
| Participation rate | 94.2% | 64.5%+29.7pp | 69.8%+24.5pp | 68.3%+25.9pp |
| Annual return | 16.68% | 19.12%-2.4pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,913 | $1,920+51.7% | $2,505+16.3% | $2,631+10.7% |
| Participant deferral / active EE | $5,618 | $3,136+79.2% | $4,008+40.2% | $4,212+33.4% |
| Admin fee / account holder | $10,467 | $5,786+80.9% | $6,956+50.5% | $7,344+42.5% |