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 | $182,181 | $81,460+123.6% | $103,333+76.3% | $80,856+125.3% |
| Participation rate | 95.6% | 66.8%+28.7pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 15.94% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $15,074 | $3,105+385.4% | $3,868+289.7% | $2,755+447.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,756 | $6,566+2.9% | $8,355-19.1% | $6,918-2.3% |