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 | $110,559 | $54,705+102.1% | $71,209+55.3% | $84,808+30.4% |
| Participation rate | 78.8% | 64.1%+14.8pp | 73.8%+5.1pp | 68.3%+10.5pp |
| Annual return | 15.81% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,192 | $2,158+1.6% | $2,721-19.5% | $2,631-16.7% |
| Participant deferral / active EE | $6,757 | $3,030+123.0% | $4,175+61.8% | $4,212+60.4% |
| Admin fee / account holder | $13,817 | $4,863+184.1% | $5,349+158.3% | $7,344+88.2% |