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 | $243,401 | $83,477+191.6% | $125,175+94.4% | $72,985+233.5% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.1pp | 69.5%+17.4pp |
| Annual return | 18.23% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,027 | $2,345-13.6% | $3,865-47.6% | $2,440-16.9% |
| Participant deferral / active EE | $7,902 | $3,585+120.4% | $4,937+60.1% | $3,607+119.0% |
| Admin fee / account holder | $3,036 | $5,517-45.0% | $9,702-68.7% | $5,124-40.8% |