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 | $220,499 | $77,813+183.4% | $123,544+78.5% | $64,186+243.5% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | 4.52% | 12.48%-8.0pp | 119.20%-114.7pp | 7.63%-3.1pp |
| Employer contribution / active EE | $3,958 | $3,014+31.3% | $4,628-14.5% | $2,381+66.2% |
| Participant deferral / active EE | $7,489 | $5,240+42.9% | $6,426+16.6% | $3,470+115.8% |
| Admin fee / account holder | $14,652 | $5,519+165.5% | $9,284+57.8% | $4,888+199.7% |