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 | $183,483 | $98,750+85.8% | $149,696+22.6% | $79,858+129.8% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 15.08% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $6,957 | $3,216+116.3% | $4,644+49.8% | $2,471+181.6% |
| Participant deferral / active EE | $13,156 | $5,680+131.6% | $6,842+92.3% | $3,740+251.7% |
| Admin fee / account holder | $5,390 | $6,053-10.9% | $9,309-42.1% | $5,306+1.6% |