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 8-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 | $175,046 | $109,881+59.3% | $150,045+16.7% | $84,808+106.4% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 21.51% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $6,508 | $3,561+82.7% | $4,693+38.7% | $2,631+147.4% |
| Participant deferral / active EE | $13,466 | $6,636+102.9% | $7,997+68.4% | $4,212+219.7% |
| Admin fee / account holder | $9,151 | $8,568+6.8% | $13,435-31.9% | $7,344+24.6% |