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 | $173,720 | $81,248+113.8% | $155,509+11.7% | $80,856+114.9% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 17.21% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $9,347 | $3,100+201.5% | $4,672+100.0% | $2,755+239.3% |
| Participant deferral / active EE | $5,699 | $3,452+65.1% | $5,626+1.3% | $4,296+32.7% |
| Admin fee / account holder | $896 | $7,997-88.8% | $15,912-94.4% | $6,918-87.0% |