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 | $179,771 | $54,705+228.6% | $71,209+152.5% | $84,808+112.0% |
| Participation rate | 92.4% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.1pp |
| Annual return | 14.13% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,352 | $2,158+148.0% | $2,721+96.7% | $2,631+103.4% |
| Participant deferral / active EE | $7,758 | $3,030+156.0% | $4,175+85.8% | $4,212+84.2% |
| Admin fee / account holder | $16,126 | $4,863+231.6% | $5,349+201.5% | $7,344+119.6% |