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 | $145,717 | $54,705+166.4% | $71,209+104.6% | $84,808+71.8% |
| Participation rate | 78.9% | 64.1%+14.9pp | 73.8%+5.2pp | 68.3%+10.6pp |
| Annual return | 14.74% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,084 | $2,158-3.4% | $2,721-23.4% | $2,631-20.8% |
| Participant deferral / active EE | $3,778 | $3,030+24.7% | $4,175-9.5% | $4,212-10.3% |
| Admin fee / account holder | $18,241 | $4,863+275.1% | $5,349+241.0% | $7,344+148.4% |