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 | $195,711 | $86,286+126.8% | $111,297+75.8% | $85,850+128.0% |
| Participation rate | 81.1% | 73.3%+7.8pp | 77.3%+3.8pp | 69.3%+11.8pp |
| Annual return | 14.38% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $5,500 | $2,043+169.2% | $2,731+101.4% | $2,565+114.4% |
| Participant deferral / active EE | $15,955 | $3,641+338.2% | $4,487+255.6% | $3,952+303.7% |
| Admin fee / account holder | $7,480 | $8,188-8.6% | $7,964-6.1% | $6,260+19.5% |