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 | $174,194 | $48,795+257.0% | $65,493+166.0% | $84,808+105.4% |
| Participation rate | 96.4% | 67.0%+29.4pp | 73.1%+23.3pp | 68.3%+28.1pp |
| Annual return | 20.22% | 20.20%0pp | 982.45%-962.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $11,306 | $1,930+485.9% | $2,574+339.2% | $2,631+329.7% |
| Participant deferral / active EE | $8,142 | $2,928+178.0% | $3,961+105.5% | $4,212+93.3% |
| Admin fee / account holder | $1,704 | $3,877-56.1% | $5,028-66.1% | $7,344-76.8% |