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 | $248,217 | $60,022+313.5% | $88,946+179.1% | $84,808+192.7% |
| Participation rate | 96.0% | 57.8%+38.2pp | 68.8%+27.2pp | 68.3%+27.7pp |
| Annual return | 16.87% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,101 | $1,703+23.4% | $2,555-17.8% | $2,631-20.2% |
| Participant deferral / active EE | $7,593 | $3,114+143.8% | $4,581+65.7% | $4,212+80.3% |
| Admin fee / account holder | $73,670 | $4,811+1431.3% | $8,261+791.8% | $7,344+903.2% |