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 | $163,586 | $109,413+49.5% | $156,263+4.7% | $84,808+92.9% |
| Participation rate | 97.1% | 72.7%+24.5pp | 78.9%+18.2pp | 68.3%+28.8pp |
| Annual return | 15.50% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,062 | $2,907+142.9% | $4,333+63.0% | $2,631+168.4% |
| Participant deferral / active EE | $7,291 | $4,590+58.9% | $6,158+18.4% | $4,212+73.1% |
| Admin fee / account holder | $13,525 | $9,357+44.5% | $14,255-5.1% | $7,344+84.2% |