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 6-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 | $137,351 | $89,753+53.0% | $107,525+27.7% | $84,808+62.0% |
| Participation rate | 91.5% | 68.1%+23.5pp | 75.1%+16.5pp | 68.3%+23.2pp |
| Annual return | 16.61% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,270 | $3,113+101.4% | $3,754+67.0% | $2,631+138.3% |
| Participant deferral / active EE | $11,283 | $4,056+178.2% | $5,116+120.6% | $4,212+167.9% |
| Admin fee / account holder | $15,366 | $7,222+112.8% | $8,919+72.3% | $7,344+109.2% |