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 | $182,352 | $72,492+151.5% | $87,100+109.4% | $72,985+149.8% |
| Participation rate | 83.5% | 72.8%+10.7pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 21.94% | 24.46%-2.5pp | 28.19%-6.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,285 | $1,894+126.3% | $2,521+70.0% | $2,440+75.6% |
| Participant deferral / active EE | $8,539 | $3,270+161.2% | $4,049+110.9% | $3,607+136.7% |
| Admin fee / account holder | $15,001 | $5,055+196.8% | $7,497+100.1% | $5,124+192.7% |