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 | $164,954 | $102,317+61.2% | $146,958+12.2% | $80,856+104.0% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 17.06% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $11,593 | $3,713+212.2% | $4,933+135.0% | $2,755+320.8% |
| Participant deferral / active EE | $15,142 | $6,644+127.9% | $8,070+87.6% | $4,296+252.5% |
| Admin fee / account holder | $8,729 | $7,941+9.9% | $12,998-32.8% | $6,918+26.2% |