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 | $210,114 | $29,660+608.4% | $56,411+272.5% | $80,856+159.9% |
| Participation rate | 90.6% | 41.6%+49.0pp | 52.5%+38.2pp | 67.6%+23.0pp |
| Annual return | 15.12% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,405 | $669+408.7% | $1,039+227.8% | $2,755+23.6% |
| Participant deferral / active EE | $2,844 | $1,226+132.0% | $1,952+45.7% | $4,296-33.8% |
| Admin fee / account holder | $2,086 | $2,428-14.1% | $2,829-26.3% | $6,918-69.9% |