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 7-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 | $207,883 | $60,022+246.3% | $88,946+133.7% | $84,808+145.1% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 13.65% | 22.43%-8.8pp | 57.82%-44.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $7,217 | $1,703+323.9% | $2,555+182.5% | $2,631+174.3% |
| Participant deferral / active EE | $5,776 | $3,114+85.5% | $4,581+26.1% | $4,212+37.2% |
| Admin fee / account holder | $9,036 | $4,811+87.8% | $8,261+9.4% | $7,344+23.0% |