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 4-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 | $189,125 | $54,705+245.7% | $71,209+165.6% | $84,808+123.0% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 14.23% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,995 | $2,158+177.8% | $2,721+120.3% | $2,631+127.9% |
| Participant deferral / active EE | $10,148 | $3,030+234.9% | $4,175+143.1% | $4,212+141.0% |
| Admin fee / account holder | $6,717 | $4,863+38.1% | $5,349+25.6% | $7,344-8.5% |