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 | $218,667 | $102,605+113.1% | $145,661+50.1% | $84,808+157.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 20.64% | 26.50%-5.9pp | 101.46%-80.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $715 | $3,325-78.5% | $4,238-83.1% | $2,631-72.8% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,807 | $8,758-22.3% | $12,466-45.4% | $7,344-7.3% |