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 | $173,798 | $109,881+58.2% | $150,045+15.8% | $84,808+104.9% |
| Participation rate | 88.3% | 76.1%+12.2pp | 82.3%+6.0pp | 68.3%+20.0pp |
| Annual return | 17.67% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,870 | $3,561+64.8% | $4,693+25.1% | $2,631+123.1% |
| Participant deferral / active EE | $6,978 | $6,636+5.1% | $7,997-12.7% | $4,212+65.7% |
| Admin fee / account holder | $31,534 | $8,568+268.0% | $13,435+134.7% | $7,344+329.4% |