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 | $202,794 | $60,892+233.0% | $82,389+146.1% | $84,808+139.1% |
| Participation rate | 98.1% | 63.3%+34.8pp | 69.5%+28.6pp | 68.3%+29.8pp |
| Annual return | 14.80% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,070 | $1,779+185.0% | $2,517+101.4% | $2,631+92.7% |
| Participant deferral / active EE | $7,610 | $3,179+139.4% | $4,155+83.2% | $4,212+80.7% |
| Admin fee / account holder | $1,837 | $5,467-66.4% | $7,231-74.6% | $7,344-75.0% |