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 | $204,247 | $80,717+153.0% | $154,803+31.9% | $84,808+140.8% |
| Participation rate | 92.5% | 66.8%+25.7pp | 78.1%+14.4pp | 68.3%+24.2pp |
| Annual return | 19.39% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,350 | $2,761+93.7% | $4,305+24.3% | $2,631+103.3% |
| Participant deferral / active EE | $8,339 | $3,303+152.5% | $5,540+50.5% | $4,212+98.0% |
| Admin fee / account holder | $6,659 | $6,746-1.3% | $14,329-53.5% | $7,344-9.3% |