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 | $171,856 | $106,515+61.3% | $96,683+77.8% | $139,434+23.3% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 13.68% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $11,426 | $4,103+178.5% | $3,737+205.8% | $4,751+140.5% |
| Participant deferral / active EE | $4,069 | $5,454-25.4% | $4,878-16.6% | $6,710-39.4% |
| Admin fee / account holder | $16,783 | $7,877+113.1% | $6,730+149.4% | $11,403+47.2% |