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 | $195,230 | $90,348+116.1% | $75,972+157.0% | $145,922+33.8% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.1%+24.3pp | 80.3%+13.1pp |
| Annual return | 15.17% | 620.88%-605.7pp | 359.55%-344.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,179 | $3,311+26.2% | $2,685+55.7% | $4,660-10.3% |
| Participant deferral / active EE | $10,423 | $5,162+101.9% | $4,255+144.9% | $6,688+55.9% |
| Admin fee / account holder | $11,446 | $8,467+35.2% | $6,467+77.0% | $13,397-14.6% |