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 | $199,956 | $109,881+82.0% | $150,045+33.3% | $84,808+135.8% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.3pp | 68.3%+28.3pp |
| Annual return | 15.08% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,373 | $3,561+107.1% | $4,693+57.1% | $2,631+180.3% |
| Participant deferral / active EE | $7,707 | $6,636+16.1% | $7,997-3.6% | $4,212+83.0% |
| Admin fee / account holder | $4,044 | $8,568-52.8% | $13,435-69.9% | $7,344-44.9% |