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 | $240,709 | $109,413+120.0% | $156,263+54.0% | $84,808+183.8% |
| Participation rate | 97.5% | 72.7%+24.8pp | 78.9%+18.6pp | 68.3%+29.2pp |
| Annual return | 14.57% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,636 | $2,907+25.1% | $4,333-16.1% | $2,631+38.2% |
| Participant deferral / active EE | $12,253 | $4,590+167.0% | $6,158+99.0% | $4,212+190.9% |
| Admin fee / account holder | $13,850 | $9,357+48.0% | $14,255-2.8% | $7,344+88.6% |