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 | $243,720 | $59,839+307.3% | $81,983+197.3% | $79,858+205.2% |
| Participation rate | 97.6% | 61.6%+36.0pp | 69.2%+28.4pp | 69.6%+28.0pp |
| Annual return | 14.50% | 17.56%-3.1pp | 41.31%-26.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $13,283 | $1,713+675.2% | $2,498+431.8% | $2,471+437.6% |
| Participant deferral / active EE | $6,180 | $2,695+129.3% | $3,722+66.0% | $3,740+65.2% |
| Admin fee / account holder | $4,058 | $4,287-5.4% | $5,664-28.4% | $5,306-23.5% |