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 | $188,631 | $80,717+133.7% | $154,803+21.9% | $84,808+122.4% |
| Participation rate | 87.8% | 66.8%+21.0pp | 78.1%+9.7pp | 68.3%+19.5pp |
| Annual return | 13.78% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $7,866 | $2,761+184.9% | $4,305+82.7% | $2,631+199.0% |
| Participant deferral / active EE | $6,294 | $3,303+90.6% | $5,540+13.6% | $4,212+49.5% |
| Admin fee / account holder | $46,141 | $6,746+584.0% | $14,329+222.0% | $7,344+528.3% |