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 | $174,984 | $89,355+95.8% | $141,162+24.0% | $72,985+139.8% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 20.13% | 111.85%-91.7pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,466 | $3,114-52.9% | $4,735-69.0% | $2,440-39.9% |
| Participant deferral / active EE | $9,040 | $5,418+66.8% | $6,709+34.7% | $3,607+150.6% |
| Admin fee / account holder | $2,699 | $5,958-54.7% | $10,261-73.7% | $5,124-47.3% |