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 | $160,968 | $124,881+28.9% | $209,409-23.1% | $116,875+37.7% |
| Participation rate | 87.0% | 75.8%+11.2pp | 80.4%+6.7pp | 74.5%+12.5pp |
| Annual return | 19.58% | 14.56%+5.0pp | 159.49%-139.9pp | 16.29%+3.3pp |
| Employer contribution / active EE | $7,656 | $2,588+195.9% | $5,035+52.1% | $3,288+132.9% |
| Participant deferral / active EE | $5,152 | $3,793+35.9% | $4,230+21.8% | $3,885+32.6% |
| Admin fee / account holder | $26,816 | $12,933+107.3% | $16,474+62.8% | $12,263+118.7% |