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 | $234,871 | $95,803+145.2% | $113,168+107.5% | $84,808+176.9% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 17.31% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,029 | $2,360+28.4% | $2,975+1.8% | $2,631+15.1% |
| Participant deferral / active EE | $6,145 | $4,242+44.9% | $5,107+20.3% | $4,212+45.9% |
| Admin fee / account holder | $7,378 | $8,989-17.9% | $12,068-38.9% | $7,344+0.5% |