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 | $234,457 | $60,892+285.0% | $82,389+184.6% | $84,808+176.5% |
| Participation rate | 95.8% | 63.3%+32.6pp | 69.5%+26.3pp | 68.3%+27.5pp |
| Annual return | 14.94% | 37.29%-22.4pp | 28.67%-13.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $7,810 | $1,779+339.0% | $2,517+210.3% | $2,631+196.9% |
| Participant deferral / active EE | $8,955 | $3,179+181.7% | $4,155+115.5% | $4,212+112.6% |
| Admin fee / account holder | $23,898 | $5,467+337.1% | $7,231+230.5% | $7,344+225.4% |