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 | $197,828 | $80,717+145.1% | $154,803+27.8% | $84,808+133.3% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+20.0pp | 68.3%+29.7pp |
| Annual return | 15.59% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $10,001 | $2,761+262.2% | $4,305+132.3% | $2,631+280.1% |
| Participant deferral / active EE | $7,105 | $3,303+115.1% | $5,540+28.2% | $4,212+68.7% |
| Admin fee / account holder | $3,323 | $6,746-50.7% | $14,329-76.8% | $7,344-54.8% |