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 | $172,286 | $54,705+214.9% | $71,209+141.9% | $84,808+103.1% |
| Participation rate | 78.6% | 64.1%+14.5pp | 73.8%+4.8pp | 68.3%+10.3pp |
| Annual return | 15.58% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,369 | $2,158+102.5% | $2,721+60.6% | $2,631+66.1% |
| Participant deferral / active EE | $5,609 | $3,030+85.1% | $4,175+34.3% | $4,212+33.2% |
| Admin fee / account holder | $3,682 | $4,863-24.3% | $5,349-31.2% | $7,344-49.9% |