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 6-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 | $196,945 | $86,929+126.6% | $102,423+92.3% | $80,856+143.6% |
| Participation rate | 99.0% | 72.4%+26.6pp | 76.5%+22.5pp | 67.6%+31.3pp |
| Annual return | 21.58% | 18.88%+2.7pp | 29.32%-7.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $11,048 | $2,369+366.3% | $3,023+265.4% | $2,755+301.1% |
| Participant deferral / active EE | $7,756 | $4,118+88.3% | $5,053+53.5% | $4,296+80.6% |
| Admin fee / account holder | $12,752 | $8,049+58.4% | $9,451+34.9% | $6,918+84.3% |