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 | $176,246 | $80,717+118.4% | $154,803+13.9% | $84,808+107.8% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 15.94% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,821 | $2,761+74.6% | $4,305+12.0% | $2,631+83.2% |
| Participant deferral / active EE | $5,069 | $3,303+53.4% | $5,540-8.5% | $4,212+20.3% |
| Admin fee / account holder | $16,433 | $6,746+143.6% | $14,329+14.7% | $7,344+123.8% |