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 | $175,654 | $109,881+59.9% | $150,045+17.1% | $84,808+107.1% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 18.04% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $18,364 | $3,561+415.7% | $4,693+291.3% | $2,631+598.0% |
| Participant deferral / active EE | $21,997 | $6,636+231.5% | $7,997+175.1% | $4,212+422.3% |
| Admin fee / account holder | $24,906 | $8,568+190.7% | $13,435+85.4% | $7,344+239.1% |