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 | $161,532 | $60,022+169.1% | $88,946+81.6% | $84,808+90.5% |
| Participation rate | 87.5% | 57.8%+29.7pp | 68.8%+18.7pp | 68.3%+19.2pp |
| Annual return | 15.75% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,793 | $1,703+357.7% | $2,555+205.0% | $2,631+196.2% |
| Participant deferral / active EE | $11,504 | $3,114+269.4% | $4,581+151.1% | $4,212+173.1% |
| Admin fee / account holder | $7,272 | $4,811+51.2% | $8,261-12.0% | $7,344-1.0% |