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 | $182,649 | $109,413+66.9% | $156,263+16.9% | $84,808+115.4% |
| Participation rate | 95.0% | 72.7%+22.3pp | 78.9%+16.1pp | 68.3%+26.7pp |
| Annual return | 15.17% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,373 | $2,907+16.0% | $4,333-22.2% | $2,631+28.2% |
| Participant deferral / active EE | $13,487 | $4,590+193.8% | $6,158+119.0% | $4,212+220.2% |
| Admin fee / account holder | $17,940 | $9,357+91.7% | $14,255+25.8% | $7,344+144.3% |