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 | $234,440 | $60,022+290.6% | $88,946+163.6% | $84,808+176.4% |
| Participation rate | 95.2% | 57.8%+37.3pp | 68.8%+26.3pp | 68.3%+26.9pp |
| Annual return | 14.65% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,401 | $1,703+158.5% | $2,555+72.3% | $2,631+67.3% |
| Participant deferral / active EE | $11,576 | $3,114+271.8% | $4,581+152.7% | $4,212+174.9% |
| Admin fee / account holder | $69,895 | $4,811+1352.8% | $8,261+746.1% | $7,344+851.8% |