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 | $201,200 | $127,777+57.5% | $106,548+88.8% | $167,490+20.1% |
| Participation rate | 93.3% | 78.3%+15.1pp | 76.1%+17.2pp | 82.1%+11.2pp |
| Annual return | 8.79% | 33.87%-25.1pp | 26.80%-18.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $3,735 | $3,427+9.0% | $2,819+32.5% | $4,837-22.8% |
| Participant deferral / active EE | $6,871 | $5,087+35.1% | $4,398+56.2% | $6,341+8.4% |
| Admin fee / account holder | $84,264 | $11,228+650.5% | $7,407+1037.6% | $12,309+584.6% |