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 | $187,851 | $80,717+132.7% | $154,803+21.3% | $84,808+121.5% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 15.36% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $13,656 | $2,761+394.6% | $4,305+217.2% | $2,631+419.1% |
| Participant deferral / active EE | $9,385 | $3,303+184.1% | $5,540+69.4% | $4,212+122.8% |
| Admin fee / account holder | $1,035 | $6,746-84.7% | $14,329-92.8% | $7,344-85.9% |