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 | $243,376 | $74,927+224.8% | $101,794+139.1% | $84,808+187.0% |
| Participation rate | 80.9% | 61.4%+19.5pp | 69.2%+11.7pp | 68.3%+12.6pp |
| Annual return | 15.69% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,585 | $1,522+69.9% | $2,289+13.0% | $2,631-1.7% |
| Participant deferral / active EE | $6,463 | $3,099+108.6% | $4,084+58.3% | $4,212+53.5% |
| Admin fee / account holder | $4,003 | $6,514-38.6% | $8,777-54.4% | $7,344-45.5% |