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 | $173,676 | $89,355+94.4% | $141,162+23.0% | $72,985+138.0% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 21.31% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,490 | $3,114+76.3% | $4,735+15.9% | $2,440+125.0% |
| Participant deferral / active EE | $10,871 | $5,418+100.6% | $6,709+62.0% | $3,607+201.4% |
| Admin fee / account holder | $1,621 | $5,958-72.8% | $10,261-84.2% | $5,124-68.4% |