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 | $178,612 | $94,625+88.8% | $116,228+53.7% | $84,808+110.6% |
| Participation rate | 95.1% | 70.4%+24.7pp | 74.6%+20.6pp | 68.3%+26.8pp |
| Annual return | 14.16% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,388 | $2,347+129.6% | $2,994+79.9% | $2,631+104.8% |
| Participant deferral / active EE | $8,322 | $3,972+109.5% | $4,953+68.0% | $4,212+97.6% |
| Admin fee / account holder | $19,845 | $10,091+96.7% | $11,989+65.5% | $7,344+170.2% |