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 | $175,712 | $95,561+83.9% | $77,163+127.7% | $139,434+26.0% |
| Participation rate | 93.8% | 73.9%+19.8pp | 69.6%+24.2pp | 80.3%+13.4pp |
| Annual return | 11.67% | 54.92%-43.2pp | 37.87%-26.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,837 | $3,147+21.9% | $2,535+51.4% | $4,751-19.2% |
| Participant deferral / active EE | $12,412 | $4,624+168.5% | $3,833+223.8% | $6,710+85.0% |
| Admin fee / account holder | $12,893 | $8,295+55.4% | $5,472+135.6% | $11,403+13.1% |