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 | $223,583 | $77,503+188.5% | $100,391+122.7% | $80,856+176.5% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.9pp | 67.6%+15.7pp |
| Annual return | 18.11% | 37.20%-19.1pp | 49.20%-31.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $5,866 | $2,801+109.4% | $3,942+48.8% | $2,755+112.9% |
| Participant deferral / active EE | $8,415 | $6,820+23.4% | $8,082+4.1% | $4,296+95.9% |
| Admin fee / account holder | $3,555 | $5,897-39.7% | $7,899-55.0% | $6,918-48.6% |