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 | $175,104 | $64,839+170.1% | $95,585+83.2% | $84,808+106.5% |
| Participation rate | 81.8% | 63.8%+18.0pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 21.23% | -670.96%+692.2pp | 38.56%-17.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,011 | $1,759+128.1% | $2,527+58.8% | $2,631+52.5% |
| Participant deferral / active EE | $8,153 | $2,965+175.0% | $4,023+102.7% | $4,212+93.6% |
| Admin fee / account holder | $19,047 | $5,964+219.3% | $6,127+210.8% | $7,344+159.4% |