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 | $115,253 | $48,795+136.2% | $65,493+76.0% | $84,808+35.9% |
| Participation rate | 76.2% | 67.0%+9.2pp | 73.1%+3.1pp | 68.3%+7.9pp |
| Annual return | 11.77% | 20.20%-8.4pp | 982.45%-970.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $5,295 | $1,930+174.4% | $2,574+105.7% | $2,631+101.3% |
| Participant deferral / active EE | $3,437 | $2,928+17.4% | $3,961-13.2% | $4,212-18.4% |
| Admin fee / account holder | $13,419 | $3,877+246.1% | $5,028+166.9% | $7,344+82.7% |