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 | $181,136 | $80,717+124.4% | $154,803+17.0% | $84,808+113.6% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 13.30% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $8,751 | $2,761+216.9% | $4,305+103.3% | $2,631+232.6% |
| Participant deferral / active EE | $7,686 | $3,303+132.7% | $5,540+38.7% | $4,212+82.5% |
| Admin fee / account holder | $1,529 | $6,746-77.3% | $14,329-89.3% | $7,344-79.2% |