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 | $154,879 | $60,892+154.4% | $82,389+88.0% | $84,808+82.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 19.89% | 37.29%-17.4pp | 28.67%-8.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $7,186 | $1,779+303.9% | $2,517+185.5% | $2,631+173.1% |
| Participant deferral / active EE | $6,501 | $3,179+104.5% | $4,155+56.5% | $4,212+54.4% |
| Admin fee / account holder | $6,652 | $5,467+21.7% | $7,231-8.0% | $7,344-9.4% |