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 | $169,900 | $109,881+54.6% | $150,045+13.2% | $84,808+100.3% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 20.52% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $18,239 | $3,561+412.2% | $4,693+288.6% | $2,631+593.2% |
| Participant deferral / active EE | $13,234 | $6,636+99.4% | $7,997+65.5% | $4,212+214.2% |
| Admin fee / account holder | $22,970 | $8,568+168.1% | $13,435+71.0% | $7,344+212.8% |