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 | $221,945 | $80,717+175.0% | $154,803+43.4% | $84,808+161.7% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 16.38% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,658 | $2,761+104.9% | $4,305+31.4% | $2,631+115.0% |
| Participant deferral / active EE | $4,507 | $3,303+36.4% | $5,540-18.7% | $4,212+7.0% |
| Admin fee / account holder | $28,143 | $6,746+317.2% | $14,329+96.4% | $7,344+283.2% |