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 | $142,894 | $64,839+120.4% | $95,585+49.5% | $84,808+68.5% |
| Participation rate | 86.5% | 63.8%+22.7pp | 72.1%+14.4pp | 68.3%+18.2pp |
| Annual return | 14.50% | -670.96%+685.5pp | 38.56%-24.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $11,436 | $1,759+550.2% | $2,527+352.6% | $2,631+334.7% |
| Participant deferral / active EE | $4,396 | $2,965+48.3% | $4,023+9.3% | $4,212+4.4% |
| Admin fee / account holder | $19,738 | $5,964+230.9% | $6,127+222.1% | $7,344+168.8% |