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 | $170,025 | $76,552+122.1% | $123,892+37.2% | $62,891+170.3% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 8.95% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,455 | $2,883+89.2% | $4,617+18.2% | $2,281+139.2% |
| Participant deferral / active EE | $11,639 | $4,840+140.5% | $5,984+94.5% | $3,203+263.4% |
| Admin fee / account holder | $13,945 | $4,826+189.0% | $8,357+66.9% | $4,296+224.6% |