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 | $124,804 | $48,795+155.8% | $65,493+90.6% | $84,808+47.2% |
| Participation rate | 83.3% | 67.0%+16.4pp | 73.1%+10.2pp | 68.3%+15.0pp |
| Annual return | 15.46% | 20.20%-4.7pp | 982.45%-967.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,123 | $1,930+113.7% | $2,574+60.2% | $2,631+56.7% |
| Participant deferral / active EE | $4,142 | $2,928+41.4% | $3,961+4.6% | $4,212-1.7% |
| Admin fee / account holder | $3,917 | $3,877+1.0% | $5,028-22.1% | $7,344-46.7% |