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 | $182,567 | $48,795+274.2% | $65,493+178.8% | $84,808+115.3% |
| Participation rate | 91.7% | 67.0%+24.7pp | 73.1%+18.6pp | 68.3%+23.4pp |
| Annual return | 14.93% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $8,162 | $1,930+323.0% | $2,574+217.1% | $2,631+210.2% |
| Participant deferral / active EE | $3,505 | $2,928+19.7% | $3,961-11.5% | $4,212-16.8% |
| Admin fee / account holder | $9,624 | $3,877+148.2% | $5,028+91.4% | $7,344+31.0% |