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 | $186,382 | $74,888+148.9% | $71,209+161.7% | $142,382+30.9% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 17.04% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,815 | $2,854+68.7% | $2,721+77.0% | $4,299+12.0% |
| Participant deferral / active EE | $8,968 | $4,454+101.3% | $4,175+114.8% | $6,507+37.8% |
| Admin fee / account holder | $16,630 | $5,568+198.7% | $5,349+210.9% | $12,624+31.7% |