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 | $181,666 | $77,314+135.0% | $177,989+2.1% | $80,856+124.7% |
| Participation rate | 83.3% | 65.7%+17.6pp | 77.1%+6.2pp | 67.6%+15.7pp |
| Annual return | 15.46% | 18.09%-2.6pp | 294.48%-279.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,889 | $2,292+113.3% | $3,949+23.8% | $2,755+77.5% |
| Participant deferral / active EE | $9,878 | $4,411+124.0% | $6,276+57.4% | $4,296+129.9% |
| Admin fee / account holder | $7,940 | $7,191+10.4% | $10,363-23.4% | $6,918+14.8% |