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 | $178,756 | $102,605+74.2% | $145,661+22.7% | $84,808+110.8% |
| Participation rate | 82.2% | 74.3%+7.9pp | 77.2%+5.0pp | 68.3%+13.9pp |
| Annual return | 16.38% | 26.50%-10.1pp | 101.46%-85.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,864 | $3,325+76.4% | $4,238+38.4% | $2,631+122.9% |
| Participant deferral / active EE | $12,620 | $5,750+119.5% | $7,198+75.3% | $4,212+199.6% |
| Admin fee / account holder | $28,138 | $8,758+221.3% | $12,466+125.7% | $7,344+283.2% |