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 | $152,455 | $93,571+62.9% | $135,903+12.2% | $75,163+102.8% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 18.22% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,826 | $3,537+64.7% | $4,856+20.0% | $2,670+118.2% |
| Participant deferral / active EE | $9,377 | $6,404+46.4% | $7,758+20.9% | $4,125+127.3% |
| Admin fee / account holder | $1,476 | $6,975-78.8% | $10,762-86.3% | $5,651-73.9% |