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 | $183,166 | $109,413+67.4% | $156,263+17.2% | $84,808+116.0% |
| Participation rate | 89.2% | 72.7%+16.5pp | 78.9%+10.3pp | 68.3%+20.9pp |
| Annual return | 13.26% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,315 | $2,907-54.8% | $4,333-69.7% | $2,631-50.0% |
| Participant deferral / active EE | $9,685 | $4,590+111.0% | $6,158+57.3% | $4,212+130.0% |
| Admin fee / account holder | $20,920 | $9,357+123.6% | $14,255+46.8% | $7,344+184.9% |