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 | $154,749 | $71,050+117.8% | $93,606+65.3% | $80,856+91.4% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.6%+24.3pp |
| Annual return | 12.46% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $6,692 | $1,564+328.0% | $2,420+176.6% | $2,755+142.9% |
| Participant deferral / active EE | $4,554 | $4,034+12.9% | $4,411+3.2% | $4,296+6.0% |
| Admin fee / account holder | $63,373 | $6,945+812.5% | $8,285+664.9% | $6,918+816.1% |