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 | $185,481 | $59,839+210.0% | $81,983+126.2% | $79,858+132.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 18.35% | 17.56%+0.8pp | 41.31%-23.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $9,602 | $1,713+460.4% | $2,498+284.4% | $2,471+288.6% |
| Participant deferral / active EE | $9,218 | $2,695+242.0% | $3,722+147.6% | $3,740+146.5% |
| Admin fee / account holder | $5,552 | $4,287+29.5% | $5,664-2.0% | $5,306+4.6% |