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 | $190,947 | $81,248+135.0% | $155,509+22.8% | $80,856+136.2% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 10.99% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,438 | $3,100+43.1% | $4,672-5.0% | $2,755+61.1% |
| Participant deferral / active EE | $2,161 | $3,452-37.4% | $5,626-61.6% | $4,296-49.7% |
| Admin fee / account holder | $1,418 | $7,997-82.3% | $15,912-91.1% | $6,918-79.5% |