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 | $172,195 | $64,839+165.6% | $95,585+80.1% | $84,808+103.0% |
| Participation rate | 97.4% | 63.8%+33.6pp | 72.1%+25.4pp | 68.3%+29.1pp |
| Annual return | 18.64% | -670.96%+689.6pp | 38.56%-19.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,465 | $1,759+97.0% | $2,527+37.1% | $2,631+31.7% |
| Participant deferral / active EE | $9,362 | $2,965+215.8% | $4,023+132.7% | $4,212+122.3% |
| Admin fee / account holder | $10,207 | $5,964+71.1% | $6,127+66.6% | $7,344+39.0% |