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 | $229,587 | $80,717+184.4% | $154,803+48.3% | $84,808+170.7% |
| Participation rate | 85.5% | 66.8%+18.7pp | 78.1%+7.4pp | 68.3%+17.2pp |
| Annual return | 14.99% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,389 | $2,761+22.7% | $4,305-21.3% | $2,631+28.8% |
| Participant deferral / active EE | $7,469 | $3,303+126.1% | $5,540+34.8% | $4,212+77.3% |
| Admin fee / account holder | $40,487 | $6,746+500.2% | $14,329+182.6% | $7,344+451.3% |