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 | $173,095 | $85,766+101.8% | $136,294+27.0% | $70,131+146.8% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 18.04% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $5,617 | $2,966+89.4% | $4,695+19.6% | $2,342+139.8% |
| Participant deferral / active EE | $8,744 | $5,051+73.1% | $6,247+40.0% | $3,332+162.4% |
| Admin fee / account holder | $2,078 | $5,420-61.7% | $9,243-77.5% | $4,645-55.3% |