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 | $220,240 | $109,413+101.3% | $156,263+40.9% | $84,808+159.7% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 15.65% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,346 | $2,907+49.5% | $4,333+0.3% | $2,631+65.2% |
| Participant deferral / active EE | $6,859 | $4,590+49.4% | $6,158+11.4% | $4,212+62.9% |
| Admin fee / account holder | $70,969 | $9,357+658.5% | $14,255+397.9% | $7,344+866.4% |