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 | $187,574 | $93,571+100.5% | $135,903+38.0% | $75,163+149.6% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 18.74% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,050 | $3,537+14.5% | $4,856-16.6% | $2,670+51.7% |
| Participant deferral / active EE | $10,909 | $6,404+70.3% | $7,758+40.6% | $4,125+164.4% |
| Admin fee / account holder | $7,447 | $6,975+6.8% | $10,762-30.8% | $5,651+31.8% |