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 | $160,611 | $81,460+97.2% | $103,333+55.4% | $80,856+98.6% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 21.49% | 25.55%-4.1pp | 24.88%-3.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $4,952 | $3,105+59.5% | $3,868+28.0% | $2,755+79.8% |
| Participant deferral / active EE | $10,786 | $3,869+178.8% | $5,057+113.3% | $4,296+151.1% |
| Admin fee / account holder | $27,627 | $6,566+320.7% | $8,355+230.7% | $6,918+299.4% |