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 | $167,678 | $109,881+52.6% | $150,045+11.8% | $84,808+97.7% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 14.28% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,338 | $3,561+49.9% | $4,693+13.7% | $2,631+102.9% |
| Participant deferral / active EE | $8,818 | $6,636+32.9% | $7,997+10.3% | $4,212+109.4% |
| Admin fee / account holder | $39,877 | $8,568+365.4% | $13,435+196.8% | $7,344+443.0% |