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 | $217,998 | $58,512+272.6% | $84,015+159.5% | $72,985+198.7% |
| Participation rate | 97.3% | 61.2%+36.1pp | 69.0%+28.3pp | 69.5%+27.8pp |
| Annual return | 17.02% | 28.93%-11.9pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $4,566 | $1,163+292.6% | $1,983+130.2% | $2,440+87.1% |
| Participant deferral / active EE | $5,135 | $2,394+114.5% | $3,239+58.6% | $3,607+42.3% |
| Admin fee / account holder | $6,356 | $4,569+39.1% | $6,101+4.2% | $5,124+24.0% |