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 | $161,190 | $65,365+146.6% | $92,893+73.5% | $72,985+120.9% |
| Participation rate | 94.2% | 68.3%+25.9pp | 76.0%+18.2pp | 69.5%+24.7pp |
| Annual return | 22.47% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $4,359 | $2,594+68.0% | $3,653+19.3% | $2,440+78.7% |
| Participant deferral / active EE | $9,887 | $3,128+216.0% | $4,236+133.4% | $3,607+174.1% |
| Admin fee / account holder | $7,880 | $4,251+85.3% | $5,794+36.0% | $5,124+53.8% |