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 | $220,139 | $180,028+22.3% | $138,135+59.4% | $158,922+38.5% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 14.38% | 21.68%-7.3pp | 20.51%-6.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,638 | $7,717-39.9% | $6,431-27.9% | $5,982-22.5% |
| Admin fee / account holder | $2,204 | $17,912-87.7% | $11,856-81.4% | $11,246-80.4% |