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 8-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 | $163,621 | $81,460+100.9% | $103,333+58.3% | $80,856+102.4% |
| Participation rate | 94.2% | 66.8%+27.4pp | 74.5%+19.7pp | 67.6%+26.6pp |
| Annual return | 22.67% | 25.55%-2.9pp | 24.88%-2.2pp | 35.59%-12.9pp |
| Employer contribution / active EE | $7,129 | $3,105+129.6% | $3,868+84.3% | $2,755+158.8% |
| Participant deferral / active EE | $11,251 | $3,869+190.8% | $5,057+122.5% | $4,296+161.9% |
| Admin fee / account holder | $11,818 | $6,566+80.0% | $8,355+41.5% | $6,918+70.8% |