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 | $171,995 | $72,492+137.3% | $87,100+97.5% | $72,985+135.7% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 18.02% | 24.46%-6.4pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,446 | $1,894+82.0% | $2,521+36.7% | $2,440+41.2% |
| Participant deferral / active EE | $4,067 | $3,270+24.4% | $4,049+0.4% | $3,607+12.7% |
| Admin fee / account holder | $10,085 | $5,055+99.5% | $7,497+34.5% | $5,124+96.8% |