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 | $207,580 | $91,538+126.8% | $129,995+59.7% | $75,163+176.2% |
| Participation rate | 72.0% | 71.4%+0.6pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 16.42% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,490 | $2,845-47.6% | $4,320-65.5% | $2,670-44.2% |
| Participant deferral / active EE | $6,819 | $4,341+57.1% | $5,820+17.2% | $4,125+65.3% |
| Admin fee / account holder | $3,182 | $6,790-53.1% | $10,614-70.0% | $5,651-43.7% |