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 | $225,650 | $64,121+251.9% | $78,805+186.3% | $116,875+93.1% |
| Participation rate | 87.5% | 71.0%+16.5pp | 73.6%+13.9pp | 74.5%+13.0pp |
| Annual return | 19.14% | 16.32%+2.8pp | -2.71%+21.8pp | 16.29%+2.8pp |
| Employer contribution / active EE | $12,068 | $2,257+434.6% | $4,059+197.3% | $3,288+267.0% |
| Participant deferral / active EE | $5,107 | $2,757+85.2% | $3,584+42.5% | $3,885+31.5% |
| Admin fee / account holder | $15,665 | $5,745+172.7% | $5,677+176.0% | $12,263+27.7% |