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 | $159,478 | $85,766+85.9% | $136,294+17.0% | $70,131+127.4% |
| Participation rate | 89.8% | 74.2%+15.6pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 15.00% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,559 | $2,966+53.7% | $4,695-2.9% | $2,342+94.6% |
| Participant deferral / active EE | $6,977 | $5,051+38.1% | $6,247+11.7% | $3,332+109.4% |
| Admin fee / account holder | $33,321 | $5,420+514.7% | $9,243+260.5% | $4,645+617.3% |