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 | $206,950 | $49,922+314.5% | $80,569+156.9% | $75,163+175.3% |
| Participation rate | 80.8% | 55.3%+25.5pp | 67.0%+13.8pp | 67.2%+13.6pp |
| Annual return | 17.01% | 34.69%-17.7pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,755 | $1,698+62.2% | $2,723+1.2% | $2,670+3.2% |
| Participant deferral / active EE | $5,238 | $2,990+75.2% | $4,447+17.8% | $4,125+27.0% |
| Admin fee / account holder | $25,928 | $3,577+624.8% | $5,377+382.2% | $5,651+358.8% |