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 | $169,395 | $85,202+98.8% | $172,739-1.9% | $72,985+132.1% |
| Participation rate | 94.3% | 70.1%+24.3pp | 82.6%+11.7pp | 69.5%+24.9pp |
| Annual return | 18.16% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.8pp |
| Employer contribution / active EE | $6,176 | $3,324+85.8% | $5,143+20.1% | $2,440+153.1% |
| Participant deferral / active EE | $3,893 | $3,260+19.4% | $5,198-25.1% | $3,607+7.9% |
| Admin fee / account holder | $2,221 | $5,884-62.3% | $13,954-84.1% | $5,124-56.7% |