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 6-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 | $176,114 | $89,753+96.2% | $107,525+63.8% | $84,808+107.7% |
| Participation rate | 88.5% | 68.1%+20.5pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 13.40% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,543 | $3,113+45.9% | $3,754+21.0% | $2,631+72.7% |
| Participant deferral / active EE | $9,958 | $4,056+145.5% | $5,116+94.7% | $4,212+136.5% |
| Admin fee / account holder | $10,314 | $7,222+42.8% | $8,919+15.6% | $7,344+40.4% |