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 | $184,571 | $89,355+106.6% | $141,162+30.8% | $72,985+152.9% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 24.66% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,835 | $3,114+23.1% | $4,735-19.0% | $2,440+57.2% |
| Participant deferral / active EE | $10,564 | $5,418+95.0% | $6,709+57.5% | $3,607+192.8% |
| Admin fee / account holder | $20,022 | $5,958+236.0% | $10,261+95.1% | $5,124+290.7% |