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 | $201,119 | $87,733+129.2% | $106,548+88.8% | $85,850+134.3% |
| Participation rate | 93.0% | 71.9%+21.0pp | 76.1%+16.8pp | 69.3%+23.6pp |
| Annual return | 14.04% | 21.86%-7.8pp | 26.80%-12.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $4,307 | $2,073+107.8% | $2,819+52.8% | $2,565+67.9% |
| Participant deferral / active EE | $7,272 | $3,469+109.6% | $4,398+65.3% | $3,952+84.0% |
| Admin fee / account holder | $2,066 | $6,767-69.5% | $7,407-72.1% | $6,260-67.0% |