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 | $171,474 | $109,881+56.1% | $150,045+14.3% | $84,808+102.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 14.28% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,745 | $3,561+5.2% | $4,693-20.2% | $2,631+42.3% |
| Participant deferral / active EE | $9,689 | $6,636+46.0% | $7,997+21.2% | $4,212+130.1% |
| Admin fee / account holder | $34,588 | $8,568+303.7% | $13,435+157.4% | $7,344+371.0% |