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 | $156,163 | $93,571+66.9% | $135,903+14.9% | $75,163+107.8% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 18.25% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $6,181 | $3,537+74.8% | $4,856+27.3% | $2,670+131.5% |
| Participant deferral / active EE | $9,689 | $6,404+51.3% | $7,758+24.9% | $4,125+134.9% |
| Admin fee / account holder | $14,759 | $6,975+111.6% | $10,762+37.1% | $5,651+161.2% |