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 | $235,337 | $80,717+191.6% | $154,803+52.0% | $84,808+177.5% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.8pp | 68.3%+10.5pp |
| Annual return | 14.11% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $6,383 | $2,761+131.1% | $4,305+48.2% | $2,631+142.6% |
| Participant deferral / active EE | $4,955 | $3,303+50.0% | $5,540-10.6% | $4,212+17.6% |
| Admin fee / account holder | $3,212 | $6,746-52.4% | $14,329-77.6% | $7,344-56.3% |