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 | $174,544 | $85,766+103.5% | $136,294+28.1% | $70,131+148.9% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 16.60% | 31.45%-14.9pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $5,787 | $2,966+95.1% | $4,695+23.2% | $2,342+147.1% |
| Participant deferral / active EE | $6,818 | $5,051+35.0% | $6,247+9.1% | $3,332+104.6% |
| Admin fee / account holder | $4,067 | $5,420-25.0% | $9,243-56.0% | $4,645-12.4% |