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 | $241,488 | $60,892+296.6% | $82,389+193.1% | $84,808+184.7% |
| Participation rate | 94.2% | 63.3%+31.0pp | 69.5%+24.7pp | 68.3%+25.9pp |
| Annual return | 15.08% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $11,634 | $1,779+553.9% | $2,517+362.2% | $2,631+342.2% |
| Participant deferral / active EE | $9,975 | $3,179+213.8% | $4,155+140.1% | $4,212+136.9% |
| Admin fee / account holder | $1,768 | $5,467-67.7% | $7,231-75.5% | $7,344-75.9% |