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 | $240,447 | $60,022+300.6% | $88,946+170.3% | $84,808+183.5% |
| Participation rate | 96.0% | 57.8%+38.2pp | 68.8%+27.2pp | 68.3%+27.7pp |
| Annual return | 14.69% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $7,688 | $1,703+351.5% | $2,555+200.9% | $2,631+192.2% |
| Participant deferral / active EE | $7,172 | $3,114+130.3% | $4,581+56.5% | $4,212+70.3% |
| Admin fee / account holder | $83,146 | $4,811+1628.3% | $8,261+906.5% | $7,344+1032.2% |