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 9-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 | $175,972 | $109,881+60.1% | $150,045+17.3% | $84,808+107.5% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 48.48% | 28.25%+20.2pp | 62.55%-14.1pp | 40.90%+7.6pp |
| Employer contribution / active EE | $4,287 | $3,561+20.4% | $4,693-8.6% | $2,631+63.0% |
| Participant deferral / active EE | $9,843 | $6,636+48.3% | $7,997+23.1% | $4,212+133.7% |
| Admin fee / account holder | $10,681 | $8,568+24.7% | $13,435-20.5% | $7,344+45.4% |