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 6-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 | $191,977 | $60,892+215.3% | $82,389+133.0% | $84,808+126.4% |
| Participation rate | 93.2% | 63.3%+30.0pp | 69.5%+23.7pp | 68.3%+24.9pp |
| Annual return | 16.54% | 37.29%-20.8pp | 28.67%-12.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,339 | $1,779+87.7% | $2,517+32.7% | $2,631+26.9% |
| Participant deferral / active EE | $7,447 | $3,179+134.3% | $4,155+79.2% | $4,212+76.8% |
| Admin fee / account holder | $2,530 | $5,467-53.7% | $7,231-65.0% | $7,344-65.5% |