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 | $226,506 | $69,977+223.7% | $108,579+108.6% | $62,891+260.2% |
| Participation rate | 90.0% | 72.9%+17.1pp | 79.6%+10.4pp | 69.3%+20.7pp |
| Annual return | 5.09% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,245 | $2,135+52.0% | $3,758-13.7% | $2,281+42.2% |
| Participant deferral / active EE | $5,644 | $3,165+78.3% | $4,311+30.9% | $3,203+76.2% |
| Admin fee / account holder | $610 | $5,076-88.0% | $7,645-92.0% | $4,296-85.8% |