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 | $180,286 | $86,944+107.4% | $107,525+67.7% | $74,304+142.6% |
| Participation rate | 83.3% | 59.6%+23.8pp | 75.1%+8.3pp | 60.3%+23.0pp |
| Annual return | 13.91% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $13,725 | $2,757+397.9% | $3,754+265.7% | $2,241+512.4% |
| Participant deferral / active EE | $4,254 | $3,554+19.7% | $5,116-16.9% | $3,767+12.9% |
| Admin fee / account holder | $74,893 | $3,727+1909.7% | $8,919+739.7% | $2,969+2422.6% |