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 | $171,034 | $80,717+111.9% | $154,803+10.5% | $84,808+101.7% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 14.21% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $8,628 | $2,761+212.5% | $4,305+100.4% | $2,631+227.9% |
| Participant deferral / active EE | $5,207 | $3,303+57.6% | $5,540-6.0% | $4,212+23.6% |
| Admin fee / account holder | $47,749 | $6,746+607.8% | $14,329+233.2% | $7,344+550.2% |