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 | $173,564 | $80,717+115.0% | $154,803+12.1% | $84,808+104.7% |
| Participation rate | 84.7% | 66.8%+17.9pp | 78.1%+6.7pp | 68.3%+16.4pp |
| Annual return | 16.74% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,576 | $2,761+101.9% | $4,305+29.5% | $2,631+111.9% |
| Participant deferral / active EE | $5,189 | $3,303+57.1% | $5,540-6.3% | $4,212+23.2% |
| Admin fee / account holder | $2,976 | $6,746-55.9% | $14,329-79.2% | $7,344-59.5% |