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 9-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 | $217,360 | $104,664+107.7% | $85,682+153.7% | $167,490+29.8% |
| Participation rate | 95.5% | 76.4%+19.1pp | 69.9%+25.6pp | 82.1%+13.3pp |
| Annual return | 12.75% | 21.45%-8.7pp | 21.49%-8.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $867 | $3,337-74.0% | $2,618-66.9% | $4,837-82.1% |
| Participant deferral / active EE | $7,560 | $4,824+56.7% | $3,923+92.7% | $6,341+19.2% |
| Admin fee / account holder | $10,814 | $10,032+7.8% | $6,873+57.3% | $12,309-12.1% |