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 | $156,113 | $77,899+100.4% | $149,673+4.3% | $75,163+107.7% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.6pp | 67.2%+23.1pp |
| Annual return | 15.20% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $8,776 | $3,137+179.7% | $4,818+82.2% | $2,670+228.7% |
| Participant deferral / active EE | $4,935 | $3,411+44.7% | $5,680-13.1% | $4,125+19.6% |
| Admin fee / account holder | $805 | $5,956-86.5% | $13,210-93.9% | $5,651-85.8% |