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 | $173,582 | $80,717+115.0% | $154,803+12.1% | $84,808+104.7% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 15.18% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,200 | $2,761+15.9% | $4,305-25.7% | $2,631+21.6% |
| Participant deferral / active EE | $6,564 | $3,303+98.7% | $5,540+18.5% | $4,212+55.9% |
| Admin fee / account holder | $32,352 | $6,746+379.6% | $14,329+125.8% | $7,344+340.5% |