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 | $184,899 | $98,750+87.2% | $149,696+23.5% | $79,858+131.5% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 17.57% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $8,542 | $3,216+165.6% | $4,644+83.9% | $2,471+245.7% |
| Participant deferral / active EE | $11,534 | $5,680+103.1% | $6,842+68.6% | $3,740+208.4% |
| Admin fee / account holder | $27,899 | $6,053+360.9% | $9,309+199.7% | $5,306+425.8% |