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 | $159,964 | $109,881+45.6% | $150,045+6.6% | $84,808+88.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 19.04% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $7,209 | $3,561+102.4% | $4,693+53.6% | $2,631+174.0% |
| Participant deferral / active EE | $9,422 | $6,636+42.0% | $7,997+17.8% | $4,212+123.7% |
| Admin fee / account holder | $26,799 | $8,568+212.8% | $13,435+99.5% | $7,344+264.9% |