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 | $199,913 | $71,050+181.4% | $93,606+113.6% | $80,856+147.2% |
| Participation rate | 84.8% | 60.4%+24.4pp | 68.7%+16.1pp | 67.6%+17.2pp |
| Annual return | 10.52% | 11.26%-0.7pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,182 | $1,564-24.4% | $2,420-51.2% | $2,755-57.1% |
| Participant deferral / active EE | $4,424 | $4,034+9.7% | $4,411+0.3% | $4,296+3.0% |
| Admin fee / account holder | $28,446 | $6,945+309.6% | $8,285+243.3% | $6,918+311.2% |