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 | $170,747 | $109,881+55.4% | $150,045+13.8% | $84,808+101.3% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 16.02% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,712 | $3,561+88.5% | $4,693+43.0% | $2,631+155.1% |
| Participant deferral / active EE | $6,811 | $6,636+2.6% | $7,997-14.8% | $4,212+61.7% |
| Admin fee / account holder | $8,220 | $8,568-4.1% | $13,435-38.8% | $7,344+11.9% |