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 | $164,575 | $109,359+50.5% | $162,163+1.5% | $72,985+125.5% |
| Participation rate | 95.8% | 84.3%+11.5pp | 87.6%+8.2pp | 69.5%+26.3pp |
| Annual return | 22.29% | 25.46%-3.2pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $4,874 | $3,907+24.7% | $5,614-13.2% | $2,440+99.8% |
| Participant deferral / active EE | $11,364 | $5,481+107.3% | $7,298+55.7% | $3,607+215.0% |
| Admin fee / account holder | $31,209 | $7,972+291.5% | $10,843+187.8% | $5,124+509.0% |