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 | $183,965 | $91,190+101.7% | $178,490+3.1% | $79,858+130.4% |
| Participation rate | 95.3% | 69.2%+26.1pp | 81.9%+13.4pp | 69.6%+25.7pp |
| Annual return | 17.76% | 24.19%-6.4pp | 151.07%-133.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,026 | $3,256+115.8% | $5,011+40.2% | $2,471+184.4% |
| Participant deferral / active EE | $6,061 | $3,236+87.3% | $5,202+16.5% | $3,740+62.1% |
| Admin fee / account holder | $7,696 | $6,751+14.0% | $13,984-45.0% | $5,306+45.0% |