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 | $176,920 | $98,463+79.7% | $119,258+48.4% | $85,850+106.1% |
| Participation rate | 98.2% | 77.6%+20.6pp | 82.7%+15.5pp | 69.3%+28.9pp |
| Annual return | 12.00% | 38.53%-26.5pp | 30.69%-18.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,333 | $3,698-9.9% | $4,384-24.0% | $2,565+30.0% |
| Participant deferral / active EE | $4,366 | $4,942-11.7% | $6,111-28.6% | $3,952+10.5% |
| Admin fee / account holder | $16,558 | $7,493+121.0% | $7,226+129.1% | $6,260+164.5% |