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 | $197,995 | $93,571+111.6% | $135,903+45.7% | $75,163+163.4% |
| Participation rate | 70.6% | 75.2%-4.6pp | 81.9%-11.3pp | 67.2%+3.4pp |
| Annual return | 17.76% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,947 | $3,537+11.6% | $4,856-18.7% | $2,670+47.8% |
| Participant deferral / active EE | $8,262 | $6,404+29.0% | $7,758+6.5% | $4,125+100.3% |
| Admin fee / account holder | $2,968 | $6,975-57.5% | $10,762-72.4% | $5,651-47.5% |