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 | $176,673 | $86,929+103.2% | $102,423+72.5% | $80,856+118.5% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.0pp |
| Annual return | 13.85% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,215 | $2,369+77.9% | $3,023+39.4% | $2,755+53.0% |
| Participant deferral / active EE | $9,125 | $4,118+121.6% | $5,053+80.6% | $4,296+112.4% |
| Admin fee / account holder | $9,127 | $8,049+13.4% | $9,451-3.4% | $6,918+31.9% |