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 | $160,491 | $57,354+179.8% | $83,848+91.4% | $64,186+150.0% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | 9.38% | 11.38%-2.0pp | 850.88%-841.5pp | 7.63%+1.7pp |
| Employer contribution / active EE | $6,408 | $2,545+151.7% | $3,631+76.5% | $2,381+169.1% |
| Participant deferral / active EE | $6,393 | $2,993+113.6% | $4,082+56.6% | $3,470+84.3% |
| Admin fee / account holder | $2,434 | $4,046-39.8% | $5,478-55.6% | $4,888-50.2% |