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 | $162,234 | $109,881+47.6% | $150,045+8.1% | $84,808+91.3% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 15.90% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,517 | $3,561+54.9% | $4,693+17.6% | $2,631+109.7% |
| Participant deferral / active EE | $15,009 | $6,636+126.2% | $7,997+87.7% | $4,212+256.4% |
| Admin fee / account holder | $16,098 | $8,568+87.9% | $13,435+19.8% | $7,344+119.2% |