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 | $177,759 | $60,892+191.9% | $82,389+115.8% | $84,808+109.6% |
| Participation rate | 87.5% | 63.3%+24.2pp | 69.5%+18.0pp | 68.3%+19.2pp |
| Annual return | 16.20% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,088 | $1,779+185.9% | $2,517+102.1% | $2,631+93.4% |
| Participant deferral / active EE | $10,536 | $3,179+231.5% | $4,155+153.6% | $4,212+150.2% |
| Admin fee / account holder | $13,112 | $5,467+139.8% | $7,231+81.3% | $7,344+78.6% |