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 | $181,721 | $71,050+155.8% | $93,606+94.1% | $80,856+124.7% |
| Participation rate | 98.1% | 60.4%+37.7pp | 68.7%+29.4pp | 67.6%+30.5pp |
| Annual return | 16.56% | 11.26%+5.3pp | 133.20%-116.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,305 | $1,564+111.4% | $2,420+36.6% | $2,755+20.0% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,712 | $6,945-46.6% | $8,285-55.2% | $6,918-46.3% |