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 | $184,021 | $94,625+94.5% | $116,228+58.3% | $84,808+117.0% |
| Participation rate | 91.2% | 70.4%+20.7pp | 74.6%+16.6pp | 68.3%+22.9pp |
| Annual return | 16.45% | 20.40%-4.0pp | 90.06%-73.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,412 | $2,347+173.3% | $2,994+114.1% | $2,631+143.7% |
| Participant deferral / active EE | $4,759 | $3,972+19.8% | $4,953-3.9% | $4,212+13.0% |
| Admin fee / account holder | $13,033 | $10,091+29.1% | $11,989+8.7% | $7,344+77.5% |