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 | $188,203 | $89,753+109.7% | $107,525+75.0% | $84,808+121.9% |
| Participation rate | 85.2% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+16.9pp |
| Annual return | 18.72% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,465 | $3,113+43.4% | $3,754+18.9% | $2,631+69.7% |
| Participant deferral / active EE | $9,606 | $4,056+136.8% | $5,116+87.8% | $4,212+128.1% |
| Admin fee / account holder | $5,378 | $7,222-25.5% | $8,919-39.7% | $7,344-26.8% |