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 | $224,660 | $81,460+175.8% | $103,333+117.4% | $80,856+177.8% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 12.70% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,641 | $3,105+49.5% | $3,868+20.0% | $2,755+68.5% |
| Participant deferral / active EE | $6,526 | $3,869+68.7% | $5,057+29.0% | $4,296+51.9% |
| Admin fee / account holder | $18,434 | $6,566+180.7% | $8,355+120.6% | $6,918+166.5% |