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 | $171,240 | $109,413+56.5% | $156,263+9.6% | $84,808+101.9% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 14.13% | 20.18%-6.1pp | 59.47%-45.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,587 | $2,907+92.2% | $4,333+28.9% | $2,631+112.3% |
| Participant deferral / active EE | $6,399 | $4,590+39.4% | $6,158+3.9% | $4,212+51.9% |
| Admin fee / account holder | $28,567 | $9,357+205.3% | $14,255+100.4% | $7,344+289.0% |