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 | $179,796 | $93,571+92.1% | $135,903+32.3% | $75,163+139.2% |
| Participation rate | 83.7% | 75.2%+8.5pp | 81.9%+1.8pp | 67.2%+16.5pp |
| Annual return | 19.38% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,548 | $3,537+28.6% | $4,856-6.4% | $2,670+70.3% |
| Participant deferral / active EE | $12,875 | $6,404+101.0% | $7,758+66.0% | $4,125+212.1% |
| Admin fee / account holder | $8,035 | $6,975+15.2% | $10,762-25.3% | $5,651+42.2% |