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 | $174,918 | $95,803+82.6% | $113,168+54.6% | $84,808+106.3% |
| Participation rate | 85.4% | 72.9%+12.6pp | 76.6%+8.9pp | 68.3%+17.1pp |
| Annual return | 13.53% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,614 | $2,360+53.1% | $2,975+21.5% | $2,631+37.4% |
| Participant deferral / active EE | $6,068 | $4,242+43.0% | $5,107+18.8% | $4,212+44.1% |
| Admin fee / account holder | $25,402 | $8,989+182.6% | $12,068+110.5% | $7,344+245.9% |