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 | $168,913 | $71,050+137.7% | $93,606+80.5% | $80,856+108.9% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.6%+21.3pp |
| Annual return | 14.38% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,092 | $1,564+97.7% | $2,420+27.8% | $2,755+12.2% |
| Participant deferral / active EE | $6,902 | $4,034+71.1% | $4,411+56.5% | $4,296+60.7% |
| Admin fee / account holder | $49,799 | $6,945+617.1% | $8,285+501.1% | $6,918+619.9% |