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 | $179,263 | $102,605+74.7% | $145,661+23.1% | $84,808+111.4% |
| Participation rate | 95.9% | 74.3%+21.6pp | 77.2%+18.7pp | 68.3%+27.6pp |
| Annual return | 16.05% | 26.50%-10.5pp | 101.46%-85.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,740 | $3,325+72.6% | $4,238+35.5% | $2,631+118.2% |
| Participant deferral / active EE | $3,950 | $5,750-31.3% | $7,198-45.1% | $4,212-6.2% |
| Admin fee / account holder | $11,986 | $8,758+36.9% | $12,466-3.9% | $7,344+63.2% |