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 | $162,723 | $76,552+112.6% | $123,892+31.3% | $62,891+158.7% |
| Participation rate | 97.3% | 73.0%+24.3pp | 81.4%+15.9pp | 69.3%+28.0pp |
| Annual return | 9.34% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $7,881 | $2,883+173.4% | $4,617+70.7% | $2,281+245.5% |
| Participant deferral / active EE | $10,347 | $4,840+113.8% | $5,984+72.9% | $3,203+223.1% |
| Admin fee / account holder | $6,097 | $4,826+26.3% | $8,357-27.0% | $4,296+41.9% |