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 | $189,910 | $109,881+72.8% | $150,045+26.6% | $84,808+123.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.98% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,680 | $3,561+143.7% | $4,693+85.0% | $2,631+229.9% |
| Participant deferral / active EE | $5,977 | $6,636-9.9% | $7,997-25.3% | $4,212+41.9% |
| Admin fee / account holder | $1,493 | $8,568-82.6% | $13,435-88.9% | $7,344-79.7% |