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 | $242,634 | $95,803+153.3% | $113,168+114.4% | $84,808+186.1% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 68.3%+27.3pp |
| Annual return | 15.83% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,376 | $2,360+43.1% | $2,975+13.5% | $2,631+28.3% |
| Participant deferral / active EE | $8,616 | $4,242+103.1% | $5,107+68.7% | $4,212+104.6% |
| Admin fee / account holder | $12,770 | $8,989+42.1% | $12,068+5.8% | $7,344+73.9% |