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 | $215,805 | $124,281+73.6% | $109,143+97.7% | $167,490+28.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 11.43% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $4,782 | $4,207+13.7% | $3,722+28.5% | $4,837-1.1% |
| Participant deferral / active EE | $6,389 | $5,255+21.6% | $4,653+37.3% | $6,341+0.7% |
| Admin fee / account holder | $16,786 | $7,970+110.6% | $6,752+148.6% | $12,309+36.4% |