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 | $182,976 | $80,968+126.0% | $96,544+89.5% | $75,163+143.4% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 13.73% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $5,605 | $2,282+145.6% | $2,965+89.0% | $2,670+109.9% |
| Participant deferral / active EE | $6,087 | $3,928+55.0% | $4,851+25.5% | $4,125+47.6% |
| Admin fee / account holder | $18,967 | $6,724+182.1% | $8,252+129.8% | $5,651+235.6% |