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 | $203,520 | $76,552+165.9% | $123,892+64.3% | $62,891+223.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,483 | $2,883+20.8% | $4,617-24.6% | $2,281+52.7% |
| Participant deferral / active EE | $7,217 | $4,840+49.1% | $5,984+20.6% | $3,203+125.3% |
| Admin fee / account holder | $1,012 | $4,826-79.0% | $8,357-87.9% | $4,296-76.4% |