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 7-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 | $226,015 | $62,573+261.2% | $85,682+163.8% | $85,850+163.3% |
| Participation rate | 81.9% | 61.1%+20.8pp | 69.9%+12.1pp | 69.3%+12.6pp |
| Annual return | 15.37% | 23.77%-8.4pp | 21.49%-6.1pp | 318.53%-303.2pp |
| Employer contribution / active EE | $5,455 | $1,757+210.5% | $2,618+108.3% | $2,565+112.6% |
| Participant deferral / active EE | $11,499 | $2,802+310.3% | $3,923+193.1% | $3,952+191.0% |
| Admin fee / account holder | $11,565 | $4,640+149.2% | $6,873+68.3% | $6,260+84.8% |