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 | $159,431 | $60,022+165.6% | $88,946+79.2% | $84,808+88.0% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 22.97% | 22.43%+0.5pp | 57.82%-34.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,495 | $1,703+164.0% | $2,555+75.9% | $2,631+70.9% |
| Participant deferral / active EE | $10,792 | $3,114+246.6% | $4,581+135.6% | $4,212+156.2% |
| Admin fee / account holder | $22,360 | $4,811+364.8% | $8,261+170.7% | $7,344+204.5% |