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 | $147,896 | $54,705+170.4% | $71,209+107.7% | $84,808+74.4% |
| Participation rate | 80.4% | 64.1%+16.3pp | 73.8%+6.6pp | 68.3%+12.1pp |
| Annual return | 13.58% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,309 | $2,158+7.0% | $2,721-15.1% | $2,631-12.2% |
| Participant deferral / active EE | $6,191 | $3,030+104.3% | $4,175+48.3% | $4,212+47.0% |
| Admin fee / account holder | $5,387 | $4,863+10.8% | $5,349+0.7% | $7,344-26.6% |