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 | $171,920 | $109,413+57.1% | $156,263+10.0% | $84,808+102.7% |
| Participation rate | 83.7% | 72.7%+11.0pp | 78.9%+4.8pp | 68.3%+15.4pp |
| Annual return | 15.77% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,823 | $2,907+65.9% | $4,333+11.3% | $2,631+83.3% |
| Participant deferral / active EE | $2,863 | $4,590-37.6% | $6,158-53.5% | $4,212-32.0% |
| Admin fee / account holder | $26,620 | $9,357+184.5% | $14,255+86.7% | $7,344+262.5% |