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 | $166,364 | $83,477+99.3% | $125,175+32.9% | $72,985+127.9% |
| Participation rate | 87.9% | 73.3%+14.6pp | 79.8%+8.1pp | 69.5%+18.4pp |
| Annual return | 23.28% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $3,902 | $2,345+66.4% | $3,865+0.9% | $2,440+59.9% |
| Participant deferral / active EE | $6,637 | $3,585+85.1% | $4,937+34.4% | $3,607+84.0% |
| Admin fee / account holder | $22,374 | $5,517+305.5% | $9,702+130.6% | $5,124+336.6% |