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 6-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 | $179,041 | $100,326+78.5% | $180,183-0.6% | $84,808+111.1% |
| Participation rate | 91.6% | 71.0%+20.6pp | 77.4%+14.1pp | 68.3%+23.3pp |
| Annual return | 16.03% | 17.86%-1.8pp | 27.86%-11.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,980 | $3,269+82.9% | $5,039+18.7% | $2,631+127.3% |
| Participant deferral / active EE | $10,619 | $5,066+109.6% | $6,822+55.6% | $4,212+152.1% |
| Admin fee / account holder | $11,598 | $9,674+19.9% | $19,975-41.9% | $7,344+57.9% |