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 | $204,813 | $80,717+153.7% | $154,803+32.3% | $84,808+141.5% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 13.86% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,169 | $2,761+51.0% | $4,305-3.2% | $2,631+58.5% |
| Participant deferral / active EE | $8,376 | $3,303+153.6% | $5,540+51.2% | $4,212+98.9% |
| Admin fee / account holder | $3,252 | $6,746-51.8% | $14,329-77.3% | $7,344-55.7% |