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 | $204,278 | $68,719+197.3% | $91,541+123.2% | $84,808+140.9% |
| Participation rate | 75.0% | 64.5%+10.5pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 13.04% | 19.12%-6.1pp | 20.50%-7.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,760 | $1,920-8.3% | $2,505-29.7% | $2,631-33.1% |
| Participant deferral / active EE | $7,926 | $3,136+152.8% | $4,008+97.8% | $4,212+88.2% |
| Admin fee / account holder | $5,533 | $5,786-4.4% | $6,956-20.5% | $7,344-24.7% |