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 | $179,121 | $68,719+160.7% | $91,541+95.7% | $84,808+111.2% |
| Participation rate | 95.2% | 64.5%+30.7pp | 69.8%+25.4pp | 68.3%+26.9pp |
| Annual return | 17.10% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $8,494 | $1,920+342.5% | $2,505+239.2% | $2,631+222.9% |
| Participant deferral / active EE | $8,122 | $3,136+159.0% | $4,008+102.6% | $4,212+92.8% |
| Admin fee / account holder | $14,882 | $5,786+157.2% | $6,956+113.9% | $7,344+102.6% |