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 5-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 | $177,327 | $101,724+74.3% | $164,813+7.6% | $80,856+119.3% |
| Participation rate | 90.6% | 71.8%+18.7pp | 78.6%+12.0pp | 67.6%+22.9pp |
| Annual return | 15.68% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,952 | $2,953+135.4% | $4,341+60.1% | $2,755+152.3% |
| Participant deferral / active EE | $13,452 | $4,477+200.5% | $6,031+123.0% | $4,296+213.1% |
| Admin fee / account holder | $20,965 | $8,227+154.8% | $12,690+65.2% | $6,918+203.1% |