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 9-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 | $163,662 | $109,881+48.9% | $150,045+9.1% | $84,808+93.0% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 18.02% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $6,655 | $3,561+86.9% | $4,693+41.8% | $2,631+152.9% |
| Participant deferral / active EE | $13,706 | $6,636+106.5% | $7,997+71.4% | $4,212+225.4% |
| Admin fee / account holder | $22,651 | $8,568+164.4% | $13,435+68.6% | $7,344+208.4% |