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 | $186,528 | $106,515+75.1% | $96,683+92.9% | $139,434+33.8% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 14.93% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $11,708 | $4,103+185.4% | $3,737+213.3% | $4,751+146.4% |
| Participant deferral / active EE | $9,863 | $5,454+80.9% | $4,878+102.2% | $6,710+47.0% |
| Admin fee / account holder | $5,899 | $7,877-25.1% | $6,730-12.3% | $11,403-48.3% |