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 | $204,363 | $103,376+97.7% | $87,100+134.6% | $152,861+33.7% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 14.53% | 28.10%-13.6pp | 28.19%-13.7pp | 345.32%-330.8pp |
| Employer contribution / active EE | $6,818 | $3,220+111.7% | $2,521+170.4% | $4,762+43.2% |
| Participant deferral / active EE | $5,018 | $4,778+5.0% | $4,049+23.9% | $5,850-14.2% |
| Admin fee / account holder | $1,455 | $12,205-88.1% | $7,497-80.6% | $11,596-87.4% |