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 | $175,022 | $54,705+219.9% | $71,209+145.8% | $84,808+106.4% |
| Participation rate | 74.5% | 64.1%+10.4pp | 73.8%+0.8pp | 68.3%+6.2pp |
| Annual return | 15.76% | 35.90%-20.1pp | 282.51%-266.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,412 | $2,158+11.8% | $2,721-11.3% | $2,631-8.3% |
| Participant deferral / active EE | $6,289 | $3,030+107.5% | $4,175+50.6% | $4,212+49.3% |
| Admin fee / account holder | $12,879 | $4,863+164.8% | $5,349+140.8% | $7,344+75.4% |