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 | $176,636 | $123,793+42.7% | $177,821-0.7% | $79,858+121.2% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 23.56% | 22.82%+0.7pp | 48.32%-24.8pp | 31.71%-8.2pp |
| Employer contribution / active EE | $13,478 | $4,095+229.1% | $5,918+127.7% | $2,471+445.5% |
| Participant deferral / active EE | $14,984 | $5,956+151.6% | $7,714+94.2% | $3,740+300.6% |
| Admin fee / account holder | $10,748 | $7,243+48.4% | $12,427-13.5% | $5,306+102.6% |