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 | $184,876 | $56,053+229.8% | $75,972+143.3% | $80,856+128.6% |
| Participation rate | 77.4% | 62.0%+15.4pp | 69.1%+8.4pp | 67.6%+9.8pp |
| Annual return | 11.74% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,724 | $1,874+45.4% | $2,685+1.5% | $2,755-1.1% |
| Participant deferral / active EE | $7,400 | $3,052+142.5% | $4,255+73.9% | $4,296+72.3% |
| Admin fee / account holder | $4,726 | $5,234-9.7% | $6,467-26.9% | $6,918-31.7% |