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 7-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 | $166,987 | $109,881+52.0% | $150,045+11.3% | $84,808+96.9% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 19.40% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $7,233 | $3,561+103.1% | $4,693+54.1% | $2,631+174.9% |
| Participant deferral / active EE | $12,289 | $6,636+85.2% | $7,997+53.7% | $4,212+191.8% |
| Admin fee / account holder | $1,683 | $8,568-80.4% | $13,435-87.5% | $7,344-77.1% |