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 | $205,937 | $95,803+115.0% | $113,168+82.0% | $84,808+142.8% |
| Participation rate | 98.6% | 72.9%+25.8pp | 76.6%+22.1pp | 68.3%+30.3pp |
| Annual return | 14.46% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,388 | $4,242+74.2% | $5,107+44.7% | $4,212+75.4% |
| Admin fee / account holder | $9,073 | $8,989+0.9% | $12,068-24.8% | $7,344+23.5% |