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 | $245,870 | $80,717+204.6% | $154,803+58.8% | $84,808+189.9% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 15.53% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,192 | $2,761+124.2% | $4,305+43.8% | $2,631+135.4% |
| Participant deferral / active EE | $9,807 | $3,303+196.9% | $5,540+77.0% | $4,212+132.8% |
| Admin fee / account holder | $6,982 | $6,746+3.5% | $14,329-51.3% | $7,344-4.9% |