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 | $187,227 | $56,897+229.1% | $84,750+120.9% | $62,891+197.7% |
| Participation rate | 93.5% | 68.5%+24.9pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 9.08% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $17,027 | $2,400+609.6% | $3,574+376.4% | $2,281+646.5% |
| Participant deferral / active EE | $2,367 | $2,709-12.6% | $3,712-36.2% | $3,203-26.1% |
| Admin fee / account holder | $7,428 | $3,581+107.4% | $5,332+39.3% | $4,296+72.9% |