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 | $177,396 | $64,348+175.7% | $90,160+96.8% | $70,131+152.9% |
| Participation rate | 87.3% | 70.4%+16.8pp | 76.9%+10.4pp | 69.5%+17.7pp |
| Annual return | 18.31% | 28.13%-9.8pp | 34.88%-16.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,843 | $2,046+39.0% | $3,318-14.3% | $2,342+21.4% |
| Participant deferral / active EE | $10,941 | $4,389+149.3% | $5,288+106.9% | $3,332+228.4% |
| Admin fee / account holder | $26,687 | $3,944+576.7% | $5,943+349.1% | $4,645+474.5% |