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 | $241,975 | $74,927+222.9% | $101,794+137.7% | $84,808+185.3% |
| Participation rate | 78.4% | 61.4%+17.0pp | 69.2%+9.2pp | 68.3%+10.1pp |
| Annual return | 16.21% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,778 | $1,522+82.5% | $2,289+21.4% | $2,631+5.6% |
| Participant deferral / active EE | $6,393 | $3,099+106.3% | $4,084+56.5% | $4,212+51.8% |
| Admin fee / account holder | $5,209 | $6,514-20.0% | $8,777-40.7% | $7,344-29.1% |