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 | $198,903 | $60,892+226.7% | $82,389+141.4% | $84,808+134.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 16.60% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,223 | $1,779+137.4% | $2,517+67.8% | $2,631+60.5% |
| Participant deferral / active EE | $6,221 | $3,179+95.7% | $4,155+49.7% | $4,212+47.7% |
| Admin fee / account holder | $24,376 | $5,467+345.8% | $7,231+237.1% | $7,344+231.9% |