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 | $178,650 | $80,717+121.3% | $154,803+15.4% | $84,808+110.7% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 15.24% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,671 | $2,761+105.4% | $4,305+31.7% | $2,631+115.5% |
| Participant deferral / active EE | $7,725 | $3,303+133.9% | $5,540+39.4% | $4,212+83.4% |
| Admin fee / account holder | $10,051 | $6,746+49.0% | $14,329-29.9% | $7,344+36.9% |