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 | $170,720 | $98,750+72.9% | $149,696+14.0% | $79,858+113.8% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 23.90% | 27.43%-3.5pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $4,678 | $3,216+45.4% | $4,644+0.7% | $2,471+89.3% |
| Participant deferral / active EE | $10,054 | $5,680+77.0% | $6,842+47.0% | $3,740+168.8% |
| Admin fee / account holder | $4,334 | $6,053-28.4% | $9,309-53.4% | $5,306-18.3% |