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 | $239,861 | $67,606+254.8% | $82,313+191.4% | $70,131+242.0% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 17.41% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,891 | $1,755+64.8% | $2,428+19.1% | $2,342+23.4% |
| Participant deferral / active EE | $6,231 | $2,987+108.6% | $3,706+68.1% | $3,332+87.0% |
| Admin fee / account holder | $7,636 | $4,512+69.2% | $5,608+36.2% | $4,645+64.4% |