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 | $170,814 | $94,625+80.5% | $116,228+47.0% | $84,808+101.4% |
| Participation rate | 92.1% | 70.4%+21.6pp | 74.6%+17.5pp | 68.3%+23.8pp |
| Annual return | 13.92% | 20.40%-6.5pp | 90.06%-76.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $5,153 | $2,347+119.6% | $2,994+72.1% | $2,631+95.9% |
| Participant deferral / active EE | $7,696 | $3,972+93.8% | $4,953+55.4% | $4,212+82.7% |
| Admin fee / account holder | $24,477 | $10,091+142.6% | $11,989+104.2% | $7,344+233.3% |