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 | $169,175 | $86,929+94.6% | $102,423+65.2% | $80,856+109.2% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 12.44% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,841 | $2,369+188.7% | $3,023+126.3% | $2,755+148.3% |
| Participant deferral / active EE | $7,025 | $4,118+70.6% | $5,053+39.0% | $4,296+63.5% |
| Admin fee / account holder | $19,828 | $8,049+146.3% | $9,451+109.8% | $6,918+186.6% |