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 | $221,732 | $109,413+102.7% | $156,263+41.9% | $84,808+161.5% |
| Participation rate | 83.5% | 72.7%+10.9pp | 78.9%+4.6pp | 68.3%+15.2pp |
| Annual return | 16.12% | 20.18%-4.1pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,954 | $2,907+36.0% | $4,333-8.7% | $2,631+50.3% |
| Participant deferral / active EE | $6,182 | $4,590+34.7% | $6,158+0.4% | $4,212+46.8% |
| Admin fee / account holder | $5,661 | $9,357-39.5% | $14,255-60.3% | $7,344-22.9% |