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 | $176,683 | $65,365+170.3% | $92,893+90.2% | $72,985+142.1% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 18.25% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $6,727 | $2,594+159.3% | $3,653+84.2% | $2,440+175.7% |
| Participant deferral / active EE | $7,314 | $3,128+133.8% | $4,236+72.7% | $3,607+102.7% |
| Admin fee / account holder | $15,565 | $4,251+266.1% | $5,794+168.6% | $5,124+203.7% |