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 | $184,316 | $80,717+128.3% | $154,803+19.1% | $84,808+117.3% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,541 | $2,761+28.2% | $4,305-17.8% | $2,631+34.6% |
| Participant deferral / active EE | $6,839 | $3,303+107.0% | $5,540+23.4% | $4,212+62.4% |
| Admin fee / account holder | $28,719 | $6,746+325.7% | $14,329+100.4% | $7,344+291.1% |