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 | $193,763 | $24,730+683.5% | $66,042+193.4% | $84,808+128.5% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 68.3%+15.0pp |
| Annual return | 19.42% | 79.55%-60.1pp | 52.11%-32.7pp | 40.90%-21.5pp |
| Employer contribution / active EE | $944 | $857+10.2% | $1,579-40.2% | $2,631-64.1% |
| Participant deferral / active EE | $5,575 | $1,737+221.0% | $2,835+96.6% | $4,212+32.4% |
| Admin fee / account holder | $6,738 | $3,014+123.6% | $5,747+17.2% | $7,344-8.2% |