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 | $224,018 | $52,279+328.5% | $89,391+150.6% | $79,858+180.5% |
| Participation rate | 83.6% | 57.5%+26.1pp | 68.0%+15.7pp | 69.6%+14.0pp |
| Annual return | 17.39% | 22.16%-4.8pp | 245.62%-228.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,426 | $1,572-9.3% | $2,586-44.9% | $2,471-42.3% |
| Participant deferral / active EE | $6,474 | $2,740+136.3% | $3,890+66.4% | $3,740+73.1% |
| Admin fee / account holder | $13,061 | $3,356+289.1% | $4,881+167.6% | $5,306+146.1% |