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 | $216,218 | $94,625+128.5% | $116,228+86.0% | $84,808+155.0% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 13.43% | 20.40%-7.0pp | 90.06%-76.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $6,539 | $2,347+178.6% | $2,994+118.4% | $2,631+148.5% |
| Participant deferral / active EE | $4,469 | $3,972+12.5% | $4,953-9.8% | $4,212+6.1% |
| Admin fee / account holder | $6,041 | $10,091-40.1% | $11,989-49.6% | $7,344-17.7% |