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 | $179,803 | $60,022+199.6% | $88,946+102.1% | $84,808+112.0% |
| Participation rate | 96.4% | 57.8%+38.5pp | 68.8%+27.5pp | 68.3%+28.1pp |
| Annual return | 15.25% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $481 | $1,703-71.7% | $2,555-81.2% | $2,631-81.7% |
| Participant deferral / active EE | $8,408 | $3,114+170.0% | $4,581+83.5% | $4,212+99.6% |
| Admin fee / account holder | $19,636 | $4,811+308.1% | $8,261+137.7% | $7,344+167.4% |