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 | $178,591 | $65,365+173.2% | $92,893+92.3% | $72,985+144.7% |
| Participation rate | 84.8% | 68.3%+16.5pp | 76.0%+8.8pp | 69.5%+15.3pp |
| Annual return | 23.85% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,231 | $2,594+63.1% | $3,653+15.8% | $2,440+73.4% |
| Participant deferral / active EE | $10,028 | $3,128+220.6% | $4,236+136.7% | $3,607+178.0% |
| Admin fee / account holder | $26,172 | $4,251+515.6% | $5,794+351.7% | $5,124+410.7% |