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 | $185,523 | $109,881+68.8% | $150,045+23.6% | $84,808+118.8% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 16.49% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,589 | $3,561+57.0% | $4,693+19.1% | $2,631+112.4% |
| Participant deferral / active EE | $10,796 | $6,636+62.7% | $7,997+35.0% | $4,212+156.3% |
| Admin fee / account holder | $17,851 | $8,568+108.3% | $13,435+32.9% | $7,344+143.1% |