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 6-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 | $171,467 | $109,881+56.0% | $150,045+14.3% | $84,808+102.2% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 15.82% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,812 | $3,561+35.1% | $4,693+2.5% | $2,631+82.9% |
| Participant deferral / active EE | $8,654 | $6,636+30.4% | $7,997+8.2% | $4,212+105.5% |
| Admin fee / account holder | $10,010 | $8,568+16.8% | $13,435-25.5% | $7,344+36.3% |