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 | $179,211 | $80,673+122.1% | $101,326+76.9% | $84,808+111.3% |
| Participation rate | 85.4% | 77.8%+7.6pp | 81.5%+3.9pp | 68.3%+17.1pp |
| Annual return | 19.48% | 38.95%-19.5pp | 36.82%-17.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,195 | $2,698+129.6% | $3,665+69.0% | $2,631+135.4% |
| Participant deferral / active EE | $15,356 | $6,840+124.5% | $7,994+92.1% | $4,212+264.6% |
| Admin fee / account holder | $17,704 | $12,784+38.5% | $11,185+58.3% | $7,344+141.1% |