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 | $206,151 | $71,050+190.1% | $93,606+120.2% | $80,856+155.0% |
| Participation rate | 84.2% | 60.4%+23.8pp | 68.7%+15.5pp | 67.6%+16.6pp |
| Annual return | 13.10% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,753 | $1,564+76.1% | $2,420+13.8% | $2,755-0.1% |
| Participant deferral / active EE | $5,985 | $4,034+48.4% | $4,411+35.7% | $4,296+39.3% |
| Admin fee / account holder | $12,002 | $6,945+72.8% | $8,285+44.9% | $6,918+73.5% |