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 | $223,053 | $109,413+103.9% | $156,263+42.7% | $84,808+163.0% |
| Participation rate | 84.4% | 72.7%+11.7pp | 78.9%+5.5pp | 68.3%+16.1pp |
| Annual return | 18.41% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,103 | $2,907+6.7% | $4,333-28.4% | $2,631+17.9% |
| Participant deferral / active EE | $5,481 | $4,590+19.4% | $6,158-11.0% | $4,212+30.1% |
| Admin fee / account holder | $10,373 | $9,357+10.9% | $14,255-27.2% | $7,344+41.2% |