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 | $189,837 | $87,013+118.2% | $106,213+78.7% | $80,856+134.8% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.6%+30.1pp |
| Annual return | 12.64% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,486 | $2,395+45.5% | $3,171+9.9% | $2,755+26.5% |
| Participant deferral / active EE | $5,928 | $3,986+48.7% | $5,016+18.2% | $4,296+38.0% |
| Admin fee / account holder | $32,329 | $8,431+283.4% | $11,033+193.0% | $6,918+367.3% |