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 | $177,202 | $83,477+112.3% | $125,175+41.6% | $72,985+142.8% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.1pp | 69.5%+22.4pp |
| Annual return | 21.94% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,562 | $2,345+51.9% | $3,865-7.8% | $2,440+46.0% |
| Participant deferral / active EE | $9,964 | $3,585+177.9% | $4,937+101.8% | $3,607+176.2% |
| Admin fee / account holder | $5,915 | $5,517+7.2% | $9,702-39.0% | $5,124+15.4% |