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 7-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 | $188,334 | $93,571+101.3% | $135,903+38.6% | $75,163+150.6% |
| Participation rate | 82.2% | 75.2%+7.0pp | 81.9%+0.3pp | 67.2%+15.0pp |
| Annual return | 24.16% | 30.90%-6.7pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $15,855 | $3,537+348.3% | $4,856+226.5% | $2,670+493.9% |
| Participant deferral / active EE | $12,984 | $6,404+102.7% | $7,758+67.4% | $4,125+214.7% |
| Admin fee / account holder | $14,605 | $6,975+109.4% | $10,762+35.7% | $5,651+158.5% |