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 | $118,638 | $54,705+116.9% | $71,209+66.6% | $84,808+39.9% |
| Participation rate | 73.4% | 64.1%+9.3pp | 73.8%-0.3pp | 68.3%+5.1pp |
| Annual return | 14.40% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,547 | $2,158+64.4% | $2,721+30.3% | $2,631+34.8% |
| Participant deferral / active EE | $5,185 | $3,030+71.1% | $4,175+24.2% | $4,212+23.1% |
| Admin fee / account holder | $47,107 | $4,863+868.6% | $5,349+780.7% | $7,344+541.5% |