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 | $138,378 | $60,022+130.5% | $88,946+55.6% | $84,808+63.2% |
| Participation rate | 97.3% | 57.8%+39.5pp | 68.8%+28.4pp | 68.3%+29.0pp |
| Annual return | 16.49% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $8,915 | $1,703+423.6% | $2,555+248.9% | $2,631+238.8% |
| Participant deferral / active EE | $15,827 | $3,114+408.3% | $4,581+245.5% | $4,212+275.8% |
| Admin fee / account holder | $3,289 | $4,811-31.6% | $8,261-60.2% | $7,344-55.2% |