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 | $190,826 | $89,753+112.6% | $107,525+77.5% | $84,808+125.0% |
| Participation rate | 82.9% | 68.1%+14.8pp | 75.1%+7.8pp | 68.3%+14.5pp |
| Annual return | 20.93% | 29.48%-8.5pp | 181.32%-160.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,574 | $3,113+46.9% | $3,754+21.9% | $2,631+73.9% |
| Participant deferral / active EE | $10,445 | $4,056+157.5% | $5,116+104.2% | $4,212+148.0% |
| Admin fee / account holder | $2,497 | $7,222-65.4% | $8,919-72.0% | $7,344-66.0% |