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 | $195,344 | $56,053+248.5% | $75,972+157.1% | $80,856+141.6% |
| Participation rate | 92.3% | 62.0%+30.3pp | 69.1%+23.3pp | 67.6%+24.7pp |
| Annual return | 12.57% | 20.53%-8.0pp | 359.55%-347.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,692 | $1,874-9.7% | $2,685-37.0% | $2,755-38.6% |
| Participant deferral / active EE | $7,067 | $3,052+131.6% | $4,255+66.1% | $4,296+64.5% |
| Admin fee / account holder | $15,004 | $5,234+186.7% | $6,467+132.0% | $6,918+116.9% |