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 | $187,371 | $89,753+108.8% | $107,525+74.3% | $84,808+120.9% |
| Participation rate | 91.1% | 68.1%+23.1pp | 75.1%+16.0pp | 68.3%+22.8pp |
| Annual return | 16.13% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,111 | $3,113-64.3% | $3,754-70.4% | $2,631-57.8% |
| Participant deferral / active EE | $2,263 | $4,056-44.2% | $5,116-55.8% | $4,212-46.3% |
| Admin fee / account holder | $20,222 | $7,222+180.0% | $8,919+126.7% | $7,344+175.4% |