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 | $182,513 | $87,841+107.8% | $133,980+36.2% | $62,891+190.2% |
| Participation rate | 93.2% | 83.4%+9.8pp | 87.1%+6.1pp | 69.3%+23.9pp |
| Annual return | 9.64% | 12.05%-2.4pp | 29.30%-19.7pp | 20.14%-10.5pp |
| Employer contribution / active EE | $8,277 | $3,483+137.6% | $5,211+58.8% | $2,281+262.9% |
| Participant deferral / active EE | $12,963 | $4,812+169.4% | $6,282+106.4% | $3,203+304.7% |
| Admin fee / account holder | $20,937 | $5,371+289.8% | $9,324+124.5% | $4,296+387.4% |