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 | $206,557 | $60,892+239.2% | $82,389+150.7% | $84,808+143.6% |
| Participation rate | 80.0% | 63.3%+16.7pp | 69.5%+10.5pp | 68.3%+11.7pp |
| Annual return | 16.22% | 37.29%-21.1pp | 28.67%-12.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $6,676 | $1,779+275.2% | $2,517+165.2% | $2,631+153.8% |
| Participant deferral / active EE | $6,343 | $3,179+99.5% | $4,155+52.7% | $4,212+50.6% |
| Admin fee / account holder | $4,861 | $5,467-11.1% | $7,231-32.8% | $7,344-33.8% |