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 | $176,827 | $56,053+215.5% | $75,972+132.8% | $80,856+118.7% |
| Participation rate | 88.7% | 62.0%+26.7pp | 69.1%+19.7pp | 67.6%+21.1pp |
| Annual return | 13.87% | 20.53%-6.7pp | 359.55%-345.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,389 | $1,874+187.5% | $2,685+100.7% | $2,755+95.6% |
| Participant deferral / active EE | $6,683 | $3,052+119.0% | $4,255+57.0% | $4,296+55.6% |
| Admin fee / account holder | $11,020 | $5,234+110.6% | $6,467+70.4% | $6,918+59.3% |