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 | $206,072 | $89,753+129.6% | $107,525+91.7% | $84,808+143.0% |
| Participation rate | 77.2% | 68.1%+9.1pp | 75.1%+2.1pp | 68.3%+8.9pp |
| Annual return | 13.32% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,391 | $3,113-23.2% | $3,754-36.3% | $2,631-9.1% |
| Participant deferral / active EE | $9,140 | $4,056+125.3% | $5,116+78.7% | $4,212+117.0% |
| Admin fee / account holder | $49,990 | $7,222+592.2% | $8,919+460.5% | $7,344+580.7% |