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 | $206,247 | $124,281+66.0% | $109,143+89.0% | $167,490+23.1% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 13.15% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,655 | $4,207-13.1% | $3,722-1.8% | $4,837-24.5% |
| Participant deferral / active EE | $5,433 | $5,255+3.4% | $4,653+16.8% | $6,341-14.3% |
| Admin fee / account holder | $53,094 | $7,970+566.2% | $6,752+686.3% | $12,309+331.3% |