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 | $188,213 | $85,766+119.5% | $136,294+38.1% | $70,131+168.4% |
| Participation rate | 98.5% | 74.2%+24.3pp | 81.9%+16.6pp | 69.5%+28.9pp |
| Annual return | 17.42% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,907 | $2,966+31.7% | $4,695-16.8% | $2,342+66.8% |
| Participant deferral / active EE | $10,483 | $5,051+107.5% | $6,247+67.8% | $3,332+214.6% |
| Admin fee / account holder | $25,798 | $5,420+375.9% | $9,243+179.1% | $4,645+455.4% |