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 | $184,218 | $101,724+81.1% | $164,813+11.8% | $80,856+127.8% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 48.61% | 16.72%+31.9pp | 69.93%-21.3pp | 35.59%+13.0pp |
| Employer contribution / active EE | $5,931 | $2,953+100.8% | $4,341+36.6% | $2,755+115.3% |
| Participant deferral / active EE | $13,470 | $4,477+200.9% | $6,031+123.3% | $4,296+213.6% |
| Admin fee / account holder | $5,327 | $8,227-35.2% | $12,690-58.0% | $6,918-23.0% |