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 | $142,820 | $57,016+150.5% | $84,966+68.1% | $80,856+76.6% |
| Participation rate | 98.0% | 56.3%+41.7pp | 67.5%+30.5pp | 67.6%+30.4pp |
| Annual return | 16.69% | 21.66%-5.0pp | 66.38%-49.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,200 | $1,798+22.4% | $2,727-19.3% | $2,755-20.1% |
| Participant deferral / active EE | $6,875 | $3,110+121.1% | $4,519+52.1% | $4,296+60.0% |
| Admin fee / account holder | $4,840 | $4,980-2.8% | $6,149-21.3% | $6,918-30.0% |