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 | $173,837 | $60,022+189.6% | $88,946+95.4% | $84,808+105.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.08% | 22.43%-8.4pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,101 | $1,703+23.4% | $2,555-17.8% | $2,631-20.1% |
| Participant deferral / active EE | $6,842 | $3,114+119.7% | $4,581+49.3% | $4,212+62.5% |
| Admin fee / account holder | $21,160 | $4,811+339.8% | $8,261+156.1% | $7,344+188.1% |