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 | $138,867 | $57,016+143.6% | $84,966+63.4% | $80,856+71.7% |
| Participation rate | 90.9% | 56.3%+34.6pp | 67.5%+23.4pp | 67.6%+23.3pp |
| Annual return | 14.36% | 21.66%-7.3pp | 66.38%-52.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $11,846 | $1,798+559.0% | $2,727+334.4% | $2,755+330.0% |
| Participant deferral / active EE | $6,592 | $3,110+112.0% | $4,519+45.9% | $4,296+53.4% |
| Admin fee / account holder | $34,249 | $4,980+587.7% | $6,149+457.0% | $6,918+395.1% |