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 | $210,594 | $72,492+190.5% | $87,100+141.8% | $72,985+188.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.64% | 24.46%-6.8pp | 28.19%-10.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $7,849 | $1,894+314.5% | $2,521+211.3% | $2,440+221.7% |
| Participant deferral / active EE | $1,911 | $3,270-41.5% | $4,049-52.8% | $3,607-47.0% |
| Admin fee / account holder | $12,237 | $5,055+142.1% | $7,497+63.2% | $5,124+138.8% |