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 | $162,083 | $59,097+174.3% | $82,389+96.7% | $74,304+118.1% |
| Participation rate | 98.1% | 52.8%+45.4pp | 69.5%+28.6pp | 60.3%+37.8pp |
| Annual return | 18.53% | 22.85%-4.3pp | 28.67%-10.1pp | 29.43%-10.9pp |
| Employer contribution / active EE | $8,624 | $1,601+438.7% | $2,517+242.6% | $2,241+284.8% |
| Participant deferral / active EE | $11,118 | $2,775+300.6% | $4,155+167.6% | $3,767+195.1% |
| Admin fee / account holder | $3,358 | $4,489-25.2% | $7,231-53.6% | $2,969+13.1% |