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 | $225,185 | $95,803+135.0% | $113,168+99.0% | $84,808+165.5% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 15.46% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,780 | $2,360+60.2% | $2,975+27.0% | $2,631+43.7% |
| Participant deferral / active EE | $7,287 | $4,242+71.8% | $5,107+42.7% | $4,212+73.0% |
| Admin fee / account holder | $63,440 | $8,989+605.8% | $12,068+425.7% | $7,344+763.9% |