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 | $167,820 | $63,764+163.2% | $81,930+104.8% | $79,858+110.1% |
| Participation rate | 88.0% | 67.5%+20.5pp | 72.0%+16.0pp | 69.6%+18.4pp |
| Annual return | 12.29% | 22.66%-10.4pp | 29.49%-17.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,702 | $1,795+161.9% | $4,310+9.1% | $2,471+90.3% |
| Participant deferral / active EE | $9,583 | $2,780+244.6% | $7,107+34.8% | $3,740+156.2% |
| Admin fee / account holder | $23,674 | $4,426+434.8% | $5,158+359.0% | $5,306+346.1% |