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 | $216,919 | $96,484+124.8% | $75,886+185.8% | $152,861+41.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.3%+2.1pp | 82.4%-11.0pp |
| Annual return | 15.98% | 33.98%-18.0pp | 30.76%-14.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $8,760 | $3,309+164.7% | $2,500+250.4% | $4,762+84.0% |
| Participant deferral / active EE | $8,760 | $4,553+92.4% | $3,603+143.1% | $5,850+49.7% |
| Admin fee / account holder | $8,376 | $8,078+3.7% | $5,418+54.6% | $11,596-27.8% |