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 | $186,326 | $89,753+107.6% | $107,525+73.3% | $84,808+119.7% |
| Participation rate | 83.7% | 68.1%+15.7pp | 75.1%+8.6pp | 68.3%+15.4pp |
| Annual return | 17.99% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,364 | $3,113+40.2% | $3,754+16.3% | $2,631+65.9% |
| Participant deferral / active EE | $6,984 | $4,056+72.2% | $5,116+36.5% | $4,212+65.8% |
| Admin fee / account holder | $45,858 | $7,222+535.0% | $8,919+414.2% | $7,344+524.4% |