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 | $172,271 | $54,705+214.9% | $71,209+141.9% | $84,808+103.1% |
| Participation rate | 80.9% | 64.1%+16.8pp | 73.8%+7.1pp | 68.3%+12.5pp |
| Annual return | 19.75% | 35.90%-16.1pp | 282.51%-262.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,780 | $2,158+75.2% | $2,721+38.9% | $2,631+43.7% |
| Participant deferral / active EE | $5,611 | $3,030+85.2% | $4,175+34.4% | $4,212+33.2% |
| Admin fee / account holder | $5,688 | $4,863+17.0% | $5,349+6.3% | $7,344-22.5% |