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 | $140,139 | $60,022+133.5% | $88,946+57.6% | $84,808+65.2% |
| Participation rate | 96.3% | 57.8%+38.5pp | 68.8%+27.4pp | 68.3%+28.0pp |
| Annual return | 16.11% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,406 | $1,703+100.0% | $2,555+33.3% | $2,631+29.5% |
| Participant deferral / active EE | $6,307 | $3,114+102.5% | $4,581+37.7% | $4,212+49.7% |
| Admin fee / account holder | $12,490 | $4,811+159.6% | $8,261+51.2% | $7,344+70.1% |