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 | $187,074 | $109,881+70.3% | $150,045+24.7% | $84,808+120.6% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $13,767 | $3,561+286.6% | $4,693+193.4% | $2,631+423.3% |
| Participant deferral / active EE | $6,830 | $6,636+2.9% | $7,997-14.6% | $4,212+62.2% |
| Admin fee / account holder | $49,109 | $8,568+473.2% | $13,435+265.5% | $7,344+568.7% |