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 | $248,340 | $109,413+127.0% | $156,263+58.9% | $84,808+192.8% |
| Participation rate | 80.4% | 72.7%+7.7pp | 78.9%+1.5pp | 68.3%+12.1pp |
| Annual return | 17.01% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,449 | $2,907+87.5% | $4,333+25.8% | $2,631+107.1% |
| Participant deferral / active EE | $10,710 | $4,590+133.4% | $6,158+73.9% | $4,212+154.3% |
| Admin fee / account holder | $8,427 | $9,357-9.9% | $14,255-40.9% | $7,344+14.7% |