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 | $158,171 | $93,571+69.0% | $135,903+16.4% | $75,163+110.4% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 25.73% | 30.90%-5.2pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $11,634 | $3,537+229.0% | $4,856+139.6% | $2,670+335.8% |
| Participant deferral / active EE | $13,792 | $6,404+115.4% | $7,758+77.8% | $4,125+234.4% |
| Admin fee / account holder | $19,865 | $6,975+184.8% | $10,762+84.6% | $5,651+251.5% |