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 | $216,956 | $66,098+228.2% | $101,794+113.1% | $74,304+192.0% |
| Participation rate | 73.3% | 53.8%+19.6pp | 69.2%+4.1pp | 60.3%+13.0pp |
| Annual return | 13.14% | 19.59%-6.4pp | 30.53%-17.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,759 | $1,082+155.0% | $2,289+20.5% | $2,241+23.1% |
| Participant deferral / active EE | $6,859 | $2,781+146.6% | $4,084+68.0% | $3,767+82.1% |
| Admin fee / account holder | $21,939 | $4,146+429.2% | $8,777+150.0% | $2,969+639.0% |