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 | $171,110 | $109,881+55.7% | $150,045+14.0% | $84,808+101.8% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 15.74% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,459 | $3,561+81.4% | $4,693+37.6% | $2,631+145.5% |
| Participant deferral / active EE | $9,075 | $6,636+36.8% | $7,997+13.5% | $4,212+115.5% |
| Admin fee / account holder | $11,830 | $8,568+38.1% | $13,435-11.9% | $7,344+61.1% |