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 | $219,994 | $95,803+129.6% | $113,168+94.4% | $84,808+159.4% |
| Participation rate | 94.2% | 72.9%+21.4pp | 76.6%+17.7pp | 68.3%+25.9pp |
| Annual return | 12.29% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,423 | $2,360+2.7% | $2,975-18.6% | $2,631-7.9% |
| Participant deferral / active EE | $8,393 | $4,242+97.8% | $5,107+64.3% | $4,212+99.3% |
| Admin fee / account holder | $6,404 | $8,989-28.8% | $12,068-46.9% | $7,344-12.8% |