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 | $189,740 | $109,413+73.4% | $156,263+21.4% | $84,808+123.7% |
| Participation rate | 73.5% | 72.7%+0.8pp | 78.9%-5.4pp | 68.3%+5.2pp |
| Annual return | 14.74% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $7,547 | $2,907+159.6% | $4,333+74.2% | $2,631+186.9% |
| Participant deferral / active EE | $4,723 | $4,590+2.9% | $6,158-23.3% | $4,212+12.1% |
| Admin fee / account holder | $31,121 | $9,357+232.6% | $14,255+118.3% | $7,344+323.8% |