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 | $234,659 | $80,717+190.7% | $154,803+51.6% | $84,808+176.7% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.7pp | 68.3%+16.5pp |
| Annual return | 16.62% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $10,978 | $2,761+297.6% | $4,305+155.0% | $2,631+317.2% |
| Participant deferral / active EE | $3,466 | $3,303+4.9% | $5,540-37.4% | $4,212-17.7% |
| Admin fee / account holder | $4,191 | $6,746-37.9% | $14,329-70.8% | $7,344-42.9% |