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 | $181,933 | $78,926+130.5% | $136,749+33.0% | $84,808+114.5% |
| Participation rate | 93.5% | 62.2%+31.4pp | 72.1%+21.4pp | 68.3%+25.2pp |
| Annual return | 15.86% | 18.17%-2.3pp | 24.33%-8.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,426 | $2,134+154.3% | $3,400+59.6% | $2,631+106.2% |
| Participant deferral / active EE | $8,532 | $3,168+169.3% | $4,692+81.8% | $4,212+102.6% |
| Admin fee / account holder | $38,513 | $6,369+504.7% | $11,386+238.2% | $7,344+424.4% |