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 | $235,700 | $109,359+115.5% | $162,163+45.3% | $72,985+222.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.38% | 25.46%-7.1pp | 115.59%-97.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $5,495 | $3,907+40.6% | $5,614-2.1% | $2,440+125.2% |
| Participant deferral / active EE | $3,768 | $5,481-31.3% | $7,298-48.4% | $3,607+4.5% |
| Admin fee / account holder | $5,291 | $7,972-33.6% | $10,843-51.2% | $5,124+3.3% |