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 | $247,298 | $74,927+230.1% | $101,794+142.9% | $84,808+191.6% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.2%+3.5pp | 68.3%+4.4pp |
| Annual return | 13.63% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $701 | $1,522-54.0% | $2,289-69.4% | $2,631-73.4% |
| Participant deferral / active EE | $5,911 | $3,099+90.7% | $4,084+44.7% | $4,212+40.3% |
| Admin fee / account holder | $1,628 | $6,514-75.0% | $8,777-81.5% | $7,344-77.8% |