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 | $232,727 | $59,101+293.8% | $77,163+201.6% | $75,163+209.6% |
| Participation rate | 90.9% | 63.9%+27.0pp | 69.6%+21.3pp | 67.2%+23.7pp |
| Annual return | 13.64% | 26.71%-13.1pp | 37.87%-24.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,063 | $1,995-46.7% | $2,535-58.1% | $2,670-60.2% |
| Participant deferral / active EE | $7,411 | $2,999+147.1% | $3,833+93.3% | $4,125+79.6% |
| Admin fee / account holder | $45,050 | $4,774+843.6% | $5,472+723.3% | $5,651+697.2% |