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 | $204,293 | $95,803+113.2% | $113,168+80.5% | $84,808+140.9% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 20.14% | 25.00%-4.9pp | 24.27%-4.1pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,157 | $2,360+33.8% | $2,975+6.1% | $2,631+20.0% |
| Participant deferral / active EE | $8,333 | $4,242+96.4% | $5,107+63.2% | $4,212+97.9% |
| Admin fee / account holder | $2,399 | $8,989-73.3% | $12,068-80.1% | $7,344-67.3% |