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 | $216,422 | $95,803+125.9% | $113,168+91.2% | $84,808+155.2% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.3pp |
| Annual return | 14.73% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,603 | $2,360+137.4% | $2,975+88.3% | $2,631+113.0% |
| Participant deferral / active EE | $4,611 | $4,242+8.7% | $5,107-9.7% | $4,212+9.5% |
| Admin fee / account holder | $12,818 | $8,989+42.6% | $12,068+6.2% | $7,344+74.5% |