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 | $229,330 | $109,881+108.7% | $150,045+52.8% | $84,808+170.4% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 15.23% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $6,723 | $3,561+88.8% | $4,693+43.3% | $2,631+155.5% |
| Participant deferral / active EE | $5,623 | $6,636-15.3% | $7,997-29.7% | $4,212+33.5% |
| Admin fee / account holder | $2,467 | $8,568-71.2% | $13,435-81.6% | $7,344-66.4% |