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 6-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 | $216,354 | $95,803+125.8% | $113,168+91.2% | $84,808+155.1% |
| Participation rate | 87.7% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.4pp |
| Annual return | 15.55% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,003 | $2,360+154.4% | $2,975+101.8% | $2,631+128.2% |
| Participant deferral / active EE | $8,249 | $4,242+94.4% | $5,107+61.5% | $4,212+95.9% |
| Admin fee / account holder | $22,029 | $8,989+145.1% | $12,068+82.5% | $7,344+200.0% |