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 | $221,608 | $71,050+211.9% | $93,606+136.7% | $80,856+174.1% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.6%+23.3pp |
| Annual return | 17.84% | 11.26%+6.6pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,018 | $1,564+29.0% | $2,420-16.6% | $2,755-26.8% |
| Participant deferral / active EE | $3,375 | $4,034-16.3% | $4,411-23.5% | $4,296-21.4% |
| Admin fee / account holder | $9,031 | $6,945+30.0% | $8,285+9.0% | $6,918+30.5% |