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 | $179,181 | $109,881+63.1% | $150,045+19.4% | $84,808+111.3% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 23.26% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $10,818 | $3,561+203.8% | $4,693+130.5% | $2,631+311.2% |
| Participant deferral / active EE | $12,021 | $6,636+81.1% | $7,997+50.3% | $4,212+185.4% |
| Admin fee / account holder | $5,918 | $8,568-30.9% | $13,435-56.0% | $7,344-19.4% |