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 | $178,433 | $89,355+99.7% | $141,162+26.4% | $72,985+144.5% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 22.87% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $6,250 | $3,114+100.7% | $4,735+32.0% | $2,440+156.2% |
| Participant deferral / active EE | $3,549 | $5,418-34.5% | $6,709-47.1% | $3,607-1.6% |
| Admin fee / account holder | $4,184 | $5,958-29.8% | $10,261-59.2% | $5,124-18.3% |