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 | $163,535 | $98,750+65.6% | $149,696+9.2% | $79,858+104.8% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 30.19% | 27.43%+2.8pp | 276.60%-246.4pp | 31.71%-1.5pp |
| Employer contribution / active EE | $11,500 | $3,216+257.5% | $4,644+147.6% | $2,471+365.4% |
| Participant deferral / active EE | $13,975 | $5,680+146.0% | $6,842+104.3% | $3,740+273.7% |
| Admin fee / account holder | $13,557 | $6,053+124.0% | $9,309+45.6% | $5,306+155.5% |