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 | $216,764 | $109,413+98.1% | $156,263+38.7% | $84,808+155.6% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 14.64% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,628 | $2,907+93.6% | $4,333+29.9% | $2,631+113.9% |
| Participant deferral / active EE | $4,353 | $4,590-5.2% | $6,158-29.3% | $4,212+3.3% |
| Admin fee / account holder | $6,068 | $9,357-35.1% | $14,255-57.4% | $7,344-17.4% |