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 | $188,992 | $56,317+235.6% | $71,209+165.4% | $74,304+154.3% |
| Participation rate | 88.8% | 55.1%+33.7pp | 73.8%+15.0pp | 60.3%+28.4pp |
| Annual return | 15.75% | 42.83%-27.1pp | 282.51%-266.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $11,277 | $2,160+422.1% | $2,721+314.5% | $2,241+403.2% |
| Participant deferral / active EE | $9,449 | $2,788+238.9% | $4,175+126.3% | $3,767+150.8% |
| Admin fee / account holder | $34,905 | $2,290+1424.5% | $5,349+552.6% | $2,969+1075.7% |