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 | $190,136 | $109,881+73.0% | $150,045+26.7% | $84,808+124.2% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,287 | $3,561+48.5% | $4,693+12.7% | $2,631+100.9% |
| Participant deferral / active EE | $16,361 | $6,636+146.5% | $7,997+104.6% | $4,212+288.5% |
| Admin fee / account holder | $41,675 | $8,568+386.4% | $13,435+210.2% | $7,344+467.5% |