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 | $239,657 | $74,927+219.9% | $101,794+135.4% | $84,808+182.6% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.1pp |
| Annual return | 14.77% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,365 | $1,522+121.1% | $2,289+47.0% | $2,631+27.9% |
| Participant deferral / active EE | $7,191 | $3,099+132.0% | $4,084+76.1% | $4,212+70.7% |
| Admin fee / account holder | $35,766 | $6,514+449.1% | $8,777+307.5% | $7,344+387.0% |