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 | $155,344 | $78,672+97.5% | $109,143+42.3% | $85,850+80.9% |
| Participation rate | 88.1% | 68.3%+19.8pp | 75.9%+12.2pp | 69.3%+18.8pp |
| Annual return | 13.61% | 25.09%-11.5pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,413 | $2,735+134.5% | $3,722+72.3% | $2,565+150.0% |
| Participant deferral / active EE | $5,633 | $3,467+62.5% | $4,653+21.1% | $3,952+42.5% |
| Admin fee / account holder | $16,590 | $5,469+203.3% | $6,752+145.7% | $6,260+165.0% |