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 | $175,964 | $80,673+118.1% | $101,326+73.7% | $84,808+107.5% |
| Participation rate | 98.0% | 77.8%+20.2pp | 81.5%+16.5pp | 68.3%+29.6pp |
| Annual return | 18.23% | 38.95%-20.7pp | 36.82%-18.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,984 | $2,698+121.8% | $3,665+63.3% | $2,631+127.4% |
| Participant deferral / active EE | $18,233 | $6,840+166.5% | $7,994+128.1% | $4,212+332.9% |
| Admin fee / account holder | $28,361 | $12,784+121.8% | $11,185+153.6% | $7,344+286.2% |