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 | $185,818 | $109,881+69.1% | $150,045+23.8% | $84,808+119.1% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,501 | $3,561-29.8% | $4,693-46.7% | $2,631-5.0% |
| Participant deferral / active EE | $9,616 | $6,636+44.9% | $7,997+20.2% | $4,212+128.3% |
| Admin fee / account holder | $10,047 | $8,568+17.3% | $13,435-25.2% | $7,344+36.8% |