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 | $167,539 | $102,317+63.7% | $146,958+14.0% | $80,856+107.2% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 17.64% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $7,216 | $3,713+94.3% | $4,933+46.3% | $2,755+161.9% |
| Participant deferral / active EE | $13,116 | $6,644+97.4% | $8,070+62.5% | $4,296+205.3% |
| Admin fee / account holder | $12,273 | $7,941+54.5% | $12,998-5.6% | $6,918+77.4% |