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 | $222,197 | $81,248+173.5% | $155,509+42.9% | $80,856+174.8% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 18.82% | 33.31%-14.5pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,853 | $3,100-8.0% | $4,672-39.0% | $2,755+3.5% |
| Participant deferral / active EE | $7,062 | $3,452+104.6% | $5,626+25.5% | $4,296+64.4% |
| Admin fee / account holder | $34,201 | $7,997+327.7% | $15,912+114.9% | $6,918+394.4% |