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 | $185,401 | $109,881+68.7% | $150,045+23.6% | $84,808+118.6% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,624 | $3,561+86.0% | $4,693+41.1% | $2,631+151.8% |
| Participant deferral / active EE | $12,288 | $6,636+85.2% | $7,997+53.7% | $4,212+191.8% |
| Admin fee / account holder | $2,027 | $8,568-76.3% | $13,435-84.9% | $7,344-72.4% |