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 7-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 | $184,547 | $68,547+169.2% | $120,354+53.3% | $80,856+128.2% |
| Participation rate | 97.1% | 61.6%+35.5pp | 71.9%+25.2pp | 67.6%+29.4pp |
| Annual return | 26.93% | 23.60%+3.3pp | 107.15%-80.2pp | 35.59%-8.7pp |
| Employer contribution / active EE | $5,482 | $2,051+167.2% | $3,463+58.3% | $2,755+99.0% |
| Participant deferral / active EE | $6,412 | $3,173+102.0% | $4,991+28.5% | $4,296+49.3% |
| Admin fee / account holder | $21,046 | $5,732+267.2% | $9,423+123.4% | $6,918+204.2% |