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 | $198,536 | $68,346+190.5% | $94,646+109.8% | $75,163+164.1% |
| Participation rate | 85.7% | 76.1%+9.6pp | 80.8%+4.9pp | 67.2%+18.5pp |
| Annual return | 16.56% | 616.93%-600.4pp | 156.71%-140.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $8,571 | $2,701+217.4% | $3,672+133.4% | $2,670+221.0% |
| Participant deferral / active EE | $12,519 | $6,537+91.5% | $7,418+68.8% | $4,125+203.5% |
| Admin fee / account holder | $5,086 | $5,326-4.5% | $7,231-29.7% | $5,651-10.0% |