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 | $191,226 | $56,053+241.2% | $75,972+151.7% | $80,856+136.5% |
| Participation rate | 93.1% | 62.0%+31.1pp | 69.1%+24.1pp | 67.6%+25.5pp |
| Annual return | 17.76% | 20.53%-2.8pp | 359.55%-341.8pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,725 | $1,874+98.7% | $2,685+38.7% | $2,755+35.2% |
| Participant deferral / active EE | $10,266 | $3,052+236.4% | $4,255+141.2% | $4,296+139.0% |
| Admin fee / account holder | $5,407 | $5,234+3.3% | $6,467-16.4% | $6,918-21.8% |