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 | $204,093 | $81,460+150.5% | $103,333+97.5% | $80,856+152.4% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 16.94% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $5,044 | $3,105+62.4% | $3,868+30.4% | $2,755+83.1% |
| Participant deferral / active EE | $12,541 | $3,869+224.2% | $5,057+148.0% | $4,296+191.9% |
| Admin fee / account holder | $5,471 | $6,566-16.7% | $8,355-34.5% | $6,918-20.9% |