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 | $193,194 | $80,717+139.3% | $154,803+24.8% | $84,808+127.8% |
| Participation rate | 94.0% | 66.8%+27.2pp | 78.1%+16.0pp | 68.3%+25.7pp |
| Annual return | 15.90% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,471 | $2,761+206.8% | $4,305+96.7% | $2,631+222.0% |
| Participant deferral / active EE | $7,342 | $3,303+122.3% | $5,540+32.5% | $4,212+74.3% |
| Admin fee / account holder | $4,950 | $6,746-26.6% | $14,329-65.5% | $7,344-32.6% |