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 | $249,288 | $95,803+160.2% | $113,168+120.3% | $84,808+193.9% |
| Participation rate | 93.7% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.4pp |
| Annual return | 14.99% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $7,804 | $2,360+230.7% | $2,975+162.3% | $2,631+196.6% |
| Participant deferral / active EE | $9,286 | $4,242+118.9% | $5,107+81.8% | $4,212+120.5% |
| Admin fee / account holder | $8,426 | $8,989-6.3% | $12,068-30.2% | $7,344+14.7% |