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 | $155,359 | $60,022+158.8% | $88,946+74.7% | $84,808+83.2% |
| Participation rate | 85.5% | 57.8%+27.6pp | 68.8%+16.6pp | 68.3%+17.1pp |
| Annual return | 17.03% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,382 | $1,703+333.5% | $2,555+188.9% | $2,631+180.6% |
| Participant deferral / active EE | $2,850 | $3,114-8.5% | $4,581-37.8% | $4,212-32.3% |
| Admin fee / account holder | $11,499 | $4,811+139.0% | $8,261+39.2% | $7,344+56.6% |