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 | $182,588 | $109,413+66.9% | $156,263+16.8% | $84,808+115.3% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 20.94% | 20.18%+0.8pp | 59.47%-38.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $5,309 | $2,907+82.6% | $4,333+22.5% | $2,631+101.8% |
| Participant deferral / active EE | $9,219 | $4,590+100.9% | $6,158+49.7% | $4,212+118.9% |
| Admin fee / account holder | $1,645 | $9,357-82.4% | $14,255-88.5% | $7,344-77.6% |