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 | $220,045 | $109,881+100.3% | $150,045+46.7% | $84,808+159.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 18.72% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,952 | $3,561+39.1% | $4,693+5.5% | $2,631+88.2% |
| Participant deferral / active EE | $11,300 | $6,636+70.3% | $7,997+41.3% | $4,212+168.3% |
| Admin fee / account holder | $4,386 | $8,568-48.8% | $13,435-67.4% | $7,344-40.3% |