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 | $199,592 | $64,839+207.8% | $95,585+108.8% | $84,808+135.3% |
| Participation rate | 97.7% | 63.8%+33.9pp | 72.1%+25.6pp | 68.3%+29.4pp |
| Annual return | 18.52% | -670.96%+689.5pp | 38.56%-20.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,319 | $1,759+31.8% | $2,527-8.2% | $2,631-11.9% |
| Participant deferral / active EE | $13,247 | $2,965+346.8% | $4,023+229.3% | $4,212+214.5% |
| Admin fee / account holder | $23,681 | $5,964+297.0% | $6,127+286.5% | $7,344+222.5% |