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 | $193,539 | $80,717+139.8% | $154,803+25.0% | $84,808+128.2% |
| Participation rate | 87.8% | 66.8%+21.0pp | 78.1%+9.7pp | 68.3%+19.5pp |
| Annual return | 17.65% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,608 | $2,761+139.3% | $4,305+53.5% | $2,631+151.2% |
| Participant deferral / active EE | $5,874 | $3,303+77.8% | $5,540+6.0% | $4,212+39.5% |
| Admin fee / account holder | $61,967 | $6,746+818.6% | $14,329+332.5% | $7,344+743.8% |