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 | $219,401 | $63,764+244.1% | $81,930+167.8% | $79,858+174.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.23% | 22.66%-10.4pp | 29.49%-17.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,209 | $1,795+78.8% | $4,310-25.5% | $2,471+29.9% |
| Participant deferral / active EE | $6,418 | $2,780+130.8% | $7,107-9.7% | $3,740+71.6% |
| Admin fee / account holder | $5,045 | $4,426+14.0% | $5,158-2.2% | $5,306-4.9% |