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 | $179,824 | $89,753+100.4% | $107,525+67.2% | $84,808+112.0% |
| Participation rate | 92.7% | 68.1%+24.6pp | 75.1%+17.6pp | 68.3%+24.4pp |
| Annual return | 13.54% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,162 | $3,113+65.8% | $3,754+37.5% | $2,631+96.2% |
| Participant deferral / active EE | $4,888 | $4,056+20.5% | $5,116-4.4% | $4,212+16.1% |
| Admin fee / account holder | $26,522 | $7,222+267.2% | $8,919+197.4% | $7,344+261.1% |