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 4-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 | $242,588 | $80,717+200.5% | $154,803+56.7% | $84,808+186.0% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 16.78% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $8,758 | $2,761+217.2% | $4,305+103.4% | $2,631+232.9% |
| Participant deferral / active EE | $5,472 | $3,303+65.7% | $5,540-1.2% | $4,212+29.9% |
| Admin fee / account holder | $5,035 | $6,746-25.4% | $14,329-64.9% | $7,344-31.4% |