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 | $227,389 | $98,240+131.5% | $82,313+176.2% | $147,584+54.1% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 19.02% | 30.85%-11.8pp | 25.88%-6.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,621 | $3,192+13.4% | $2,428+49.1% | $4,876-25.8% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,898 | $8,563-66.2% | $5,608-48.3% | $10,885-73.4% |