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 | $181,389 | $64,839+179.8% | $95,585+89.8% | $84,808+113.9% |
| Participation rate | 90.9% | 63.8%+27.1pp | 72.1%+18.8pp | 68.3%+22.6pp |
| Annual return | 14.41% | -670.96%+685.4pp | 38.56%-24.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,827 | $1,759+231.3% | $2,527+130.6% | $2,631+121.5% |
| Participant deferral / active EE | $6,544 | $2,965+120.7% | $4,023+62.7% | $4,212+55.4% |
| Admin fee / account holder | $16,345 | $5,964+174.0% | $6,127+166.8% | $7,344+122.6% |