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 | $205,468 | $89,753+128.9% | $107,525+91.1% | $84,808+142.3% |
| Participation rate | 79.1% | 68.1%+11.0pp | 75.1%+4.0pp | 68.3%+10.8pp |
| Annual return | 15.76% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,942 | $3,113-5.5% | $3,754-21.6% | $2,631+11.8% |
| Participant deferral / active EE | $7,575 | $4,056+86.7% | $5,116+48.1% | $4,212+79.9% |
| Admin fee / account holder | $4,764 | $7,222-34.0% | $8,919-46.6% | $7,344-35.1% |