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 | $177,857 | $69,515+155.9% | $86,874+104.7% | $85,850+107.2% |
| Participation rate | 93.9% | 66.3%+27.6pp | 71.6%+22.3pp | 69.3%+24.6pp |
| Annual return | 18.96% | 20.12%-1.2pp | 63.52%-44.6pp | 318.53%-299.6pp |
| Employer contribution / active EE | $3,984 | $1,880+111.9% | $2,495+59.6% | $2,565+55.3% |
| Participant deferral / active EE | $6,546 | $2,919+124.3% | $3,699+77.0% | $3,952+65.7% |
| Admin fee / account holder | $6,388 | $5,972+7.0% | $5,828+9.6% | $6,260+2.0% |