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 | $221,115 | $76,552+188.8% | $123,892+78.5% | $62,891+251.6% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 7.83% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,059 | $2,883+40.8% | $4,617-12.1% | $2,281+78.0% |
| Participant deferral / active EE | $6,696 | $4,840+38.3% | $5,984+11.9% | $3,203+109.0% |
| Admin fee / account holder | $11,502 | $4,826+138.4% | $8,357+37.6% | $4,296+167.8% |