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 | $208,556 | $80,717+158.4% | $154,803+34.7% | $84,808+145.9% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 16.04% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,076 | $2,761+156.3% | $4,305+64.4% | $2,631+169.0% |
| Participant deferral / active EE | $6,688 | $3,303+102.5% | $5,540+20.7% | $4,212+58.8% |
| Admin fee / account holder | $1,053 | $6,746-84.4% | $14,329-92.6% | $7,344-85.7% |