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 | $144,985 | $77,899+86.1% | $149,673-3.1% | $75,163+92.9% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.1pp | 67.2%+28.7pp |
| Annual return | 21.63% | 31.72%-10.1pp | 134.42%-112.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $5,215 | $3,137+66.2% | $4,818+8.3% | $2,670+95.3% |
| Participant deferral / active EE | $6,069 | $3,411+77.9% | $5,680+6.9% | $4,125+47.1% |
| Admin fee / account holder | $15,766 | $5,956+164.7% | $13,210+19.4% | $5,651+179.0% |