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 | $171,329 | $81,248+110.9% | $155,509+10.2% | $80,856+111.9% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 10.68% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $7,010 | $3,100+126.1% | $4,672+50.0% | $2,755+154.5% |
| Participant deferral / active EE | $7,975 | $3,452+131.1% | $5,626+41.8% | $4,296+85.7% |
| Admin fee / account holder | $25,989 | $7,997+225.0% | $15,912+63.3% | $6,918+275.7% |