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 | $219,792 | $109,413+100.9% | $156,263+40.7% | $84,808+159.2% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 17.56% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,058 | $2,907+74.0% | $4,333+16.7% | $2,631+92.3% |
| Participant deferral / active EE | $8,399 | $4,590+83.0% | $6,158+36.4% | $4,212+99.4% |
| Admin fee / account holder | $16,550 | $9,357+76.9% | $14,255+16.1% | $7,344+125.4% |