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 | $169,025 | $60,892+177.6% | $82,389+105.2% | $84,808+99.3% |
| Participation rate | 96.4% | 63.3%+33.1pp | 69.5%+26.8pp | 68.3%+28.1pp |
| Annual return | 16.04% | 37.29%-21.3pp | 28.67%-12.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,543 | $1,779+267.7% | $2,517+159.9% | $2,631+148.7% |
| Participant deferral / active EE | $12,628 | $3,179+297.3% | $4,155+203.9% | $4,212+199.8% |
| Admin fee / account holder | $7,749 | $5,467+41.7% | $7,231+7.2% | $7,344+5.5% |