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 | $132,496 | $60,022+120.7% | $88,946+49.0% | $84,808+56.2% |
| Participation rate | 79.2% | 57.8%+21.3pp | 68.8%+10.3pp | 68.3%+10.9pp |
| Annual return | 16.01% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,431 | $1,703+101.5% | $2,555+34.3% | $2,631+30.4% |
| Participant deferral / active EE | $7,553 | $3,114+142.6% | $4,581+64.9% | $4,212+79.3% |
| Admin fee / account holder | $2,799 | $4,811-41.8% | $8,261-66.1% | $7,344-61.9% |