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 | $179,931 | $109,881+63.8% | $150,045+19.9% | $84,808+112.2% |
| Participation rate | 94.7% | 76.1%+18.6pp | 82.3%+12.3pp | 68.3%+26.4pp |
| Annual return | 21.75% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $7,095 | $3,561+99.2% | $4,693+51.2% | $2,631+169.7% |
| Participant deferral / active EE | $10,749 | $6,636+62.0% | $7,997+34.4% | $4,212+155.2% |
| Admin fee / account holder | $9,013 | $8,568+5.2% | $13,435-32.9% | $7,344+22.7% |