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 7-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 | $170,229 | $102,605+65.9% | $145,661+16.9% | $84,808+100.7% |
| Participation rate | 98.8% | 74.3%+24.5pp | 77.2%+21.6pp | 68.3%+30.5pp |
| Annual return | 15.79% | 26.50%-10.7pp | 101.46%-85.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,713 | $3,325+71.8% | $4,238+34.8% | $2,631+117.2% |
| Participant deferral / active EE | $8,555 | $5,750+48.8% | $7,198+18.8% | $4,212+103.1% |
| Admin fee / account holder | $12,619 | $8,758+44.1% | $12,466+1.2% | $7,344+71.8% |