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 | $181,587 | $89,753+102.3% | $107,525+68.9% | $84,808+114.1% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 13.76% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $11,365 | $3,113+265.0% | $3,754+202.8% | $2,631+332.0% |
| Participant deferral / active EE | $3,449 | $4,056-15.0% | $5,116-32.6% | $4,212-18.1% |
| Admin fee / account holder | $42,892 | $7,222+493.9% | $8,919+380.9% | $7,344+484.1% |