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 | $171,706 | $54,705+213.9% | $71,209+141.1% | $84,808+102.5% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 14.72% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,836 | $2,158+31.4% | $2,721+4.2% | $2,631+7.8% |
| Participant deferral / active EE | $9,351 | $3,030+208.6% | $4,175+124.0% | $4,212+122.0% |
| Admin fee / account holder | $46,948 | $4,863+865.3% | $5,349+777.7% | $7,344+539.3% |