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 | $249,033 | $56,897+337.7% | $84,750+193.8% | $62,891+296.0% |
| Participation rate | 93.7% | 68.5%+25.1pp | 76.6%+17.1pp | 69.3%+24.3pp |
| Annual return | 13.88% | 6.30%+7.6pp | 22.78%-8.9pp | 20.14%-6.3pp |
| Employer contribution / active EE | $15,054 | $2,400+527.3% | $3,574+321.2% | $2,281+560.0% |
| Participant deferral / active EE | $4,630 | $2,709+70.9% | $3,712+24.7% | $3,203+44.5% |
| Admin fee / account holder | $3,555 | $3,581-0.7% | $5,332-33.3% | $4,296-17.2% |