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 | $206,221 | $101,724+102.7% | $164,813+25.1% | $80,856+155.0% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.6%+29.8pp |
| Annual return | 14.15% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,103 | $2,953-28.8% | $4,341-51.6% | $2,755-23.7% |
| Participant deferral / active EE | $7,566 | $4,477+69.0% | $6,031+25.4% | $4,296+76.1% |
| Admin fee / account holder | $967 | $8,227-88.3% | $12,690-92.4% | $6,918-86.0% |