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 | $175,073 | $109,413+60.0% | $156,263+12.0% | $84,808+106.4% |
| Participation rate | 81.3% | 72.7%+8.6pp | 78.9%+2.3pp | 68.3%+12.9pp |
| Annual return | 14.33% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,379 | $2,907+16.3% | $4,333-22.0% | $2,631+28.4% |
| Participant deferral / active EE | $10,374 | $4,590+126.0% | $6,158+68.5% | $4,212+146.3% |
| Admin fee / account holder | $16,508 | $9,357+76.4% | $14,255+15.8% | $7,344+124.8% |