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 | $193,347 | $89,753+115.4% | $107,525+79.8% | $84,808+128.0% |
| Participation rate | 82.8% | 68.1%+14.7pp | 75.1%+7.7pp | 68.3%+14.4pp |
| Annual return | 13.45% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,527 | $3,113+45.4% | $3,754+20.6% | $2,631+72.1% |
| Participant deferral / active EE | $4,049 | $4,056-0.2% | $5,116-20.9% | $4,212-3.9% |
| Admin fee / account holder | $22,727 | $7,222+214.7% | $8,919+154.8% | $7,344+209.5% |