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 | $173,883 | $87,013+99.8% | $106,213+63.7% | $80,856+115.1% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.3%+20.3pp | 67.6%+28.0pp |
| Annual return | 18.62% | 17.05%+1.6pp | 116.14%-97.5pp | 35.59%-17.0pp |
| Employer contribution / active EE | $5,501 | $2,395+129.7% | $3,171+73.4% | $2,755+99.7% |
| Participant deferral / active EE | $8,710 | $3,986+118.5% | $5,016+73.7% | $4,296+102.8% |
| Admin fee / account holder | $29,560 | $8,431+250.6% | $11,033+167.9% | $6,918+327.3% |