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 | $194,137 | $60,892+218.8% | $82,389+135.6% | $84,808+128.9% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 16.05% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,884 | $1,779+5.9% | $2,517-25.1% | $2,631-28.4% |
| Participant deferral / active EE | $6,730 | $3,179+111.7% | $4,155+62.0% | $4,212+59.8% |
| Admin fee / account holder | $10,754 | $5,467+96.7% | $7,231+48.7% | $7,344+46.4% |