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 | $112,891 | $54,705+106.4% | $71,209+58.5% | $84,808+33.1% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.8%+19.6pp | 68.3%+25.0pp |
| Annual return | 14.11% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,220 | $2,158+2.9% | $2,721-18.4% | $2,631-15.6% |
| Participant deferral / active EE | $5,495 | $3,030+81.3% | $4,175+31.6% | $4,212+30.5% |
| Admin fee / account holder | $3,829 | $4,863-21.3% | $5,349-28.4% | $7,344-47.9% |