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 | $173,183 | $54,705+216.6% | $71,209+143.2% | $84,808+104.2% |
| Participation rate | 93.2% | 64.1%+29.1pp | 73.8%+19.4pp | 68.3%+24.9pp |
| Annual return | 15.97% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,639 | $2,158+22.3% | $2,721-3.0% | $2,631+0.3% |
| Participant deferral / active EE | $4,694 | $3,030+54.9% | $4,175+12.4% | $4,212+11.5% |
| Admin fee / account holder | $29,111 | $4,863+498.6% | $5,349+444.2% | $7,344+296.4% |