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 | $158,291 | $54,705+189.4% | $71,209+122.3% | $84,808+86.6% |
| Participation rate | 77.0% | 64.1%+13.0pp | 73.8%+3.3pp | 68.3%+8.7pp |
| Annual return | 14.98% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,900 | $2,158+127.1% | $2,721+80.1% | $2,631+86.2% |
| Participant deferral / active EE | $7,115 | $3,030+134.8% | $4,175+70.4% | $4,212+69.0% |
| Admin fee / account holder | $2,405 | $4,863-50.6% | $5,349-55.0% | $7,344-67.3% |