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 | $186,421 | $81,248+129.4% | $155,509+19.9% | $80,856+130.6% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 17.67% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $9,841 | $3,100+217.4% | $4,672+110.6% | $2,755+257.2% |
| Participant deferral / active EE | $6,443 | $3,452+86.7% | $5,626+14.5% | $4,296+50.0% |
| Admin fee / account holder | $1,587 | $7,997-80.2% | $15,912-90.0% | $6,918-77.1% |