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 | $175,200 | $87,013+101.3% | $106,213+65.0% | $80,856+116.7% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.3%+22.2pp | 67.6%+29.8pp |
| Annual return | 18.87% | 17.05%+1.8pp | 116.14%-97.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $17,983 | $2,395+650.8% | $3,171+467.0% | $2,755+552.8% |
| Participant deferral / active EE | $33,567 | $3,986+742.2% | $5,016+569.2% | $4,296+681.4% |
| Admin fee / account holder | $18,385 | $8,431+118.1% | $11,033+66.6% | $6,918+165.8% |