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 | $187,848 | $78,672+138.8% | $109,143+72.1% | $85,850+118.8% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.3pp |
| Annual return | 13.51% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,456 | $2,735+26.4% | $3,722-7.1% | $2,565+34.8% |
| Participant deferral / active EE | $3,979 | $3,467+14.7% | $4,653-14.5% | $3,952+0.7% |
| Admin fee / account holder | $20,542 | $5,469+275.6% | $6,752+204.2% | $6,260+228.2% |