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 | $185,362 | $109,413+69.4% | $156,263+18.6% | $84,808+118.6% |
| Participation rate | 95.2% | 72.7%+22.5pp | 78.9%+16.3pp | 68.3%+26.9pp |
| Annual return | 14.39% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,187 | $2,907+112.8% | $4,333+42.8% | $2,631+135.1% |
| Participant deferral / active EE | $13,731 | $4,590+199.2% | $6,158+123.0% | $4,212+226.0% |
| Admin fee / account holder | $6,905 | $9,357-26.2% | $14,255-51.6% | $7,344-6.0% |