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 | $167,530 | $83,477+100.7% | $125,175+33.8% | $72,985+129.5% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.6pp | 69.5%+28.9pp |
| Annual return | 19.87% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,471 | $2,345+90.7% | $3,865+15.7% | $2,440+83.3% |
| Participant deferral / active EE | $9,078 | $3,585+153.2% | $4,937+83.9% | $3,607+151.6% |
| Admin fee / account holder | $21,908 | $5,517+297.1% | $9,702+125.8% | $5,124+327.5% |