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 7-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 | $248,767 | $138,347+79.8% | $184,203+35.1% | $80,856+207.7% |
| Participation rate | 95.4% | 83.9%+11.5pp | 86.8%+8.6pp | 67.6%+27.7pp |
| Annual return | 13.46% | 20.02%-6.6pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $7,251 | $4,850+49.5% | $6,427+12.8% | $2,755+163.2% |
| Participant deferral / active EE | $13,526 | $7,071+91.3% | $9,131+48.1% | $4,296+214.9% |
| Admin fee / account holder | $9,349 | $10,483-10.8% | $13,901-32.7% | $6,918+35.1% |