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 | $181,858 | $54,705+232.4% | $71,209+155.4% | $84,808+114.4% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 15.13% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,249 | $2,158+235.9% | $2,721+166.4% | $2,631+175.5% |
| Participant deferral / active EE | $6,293 | $3,030+107.7% | $4,175+50.7% | $4,212+49.4% |
| Admin fee / account holder | $47,962 | $4,863+886.2% | $5,349+796.7% | $7,344+553.1% |