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 | $161,518 | $77,314+108.9% | $177,989-9.3% | $80,856+99.8% |
| Participation rate | 93.0% | 65.7%+27.3pp | 77.1%+15.9pp | 67.6%+25.4pp |
| Annual return | 22.68% | 18.09%+4.6pp | 294.48%-271.8pp | 35.59%-12.9pp |
| Employer contribution / active EE | $5,273 | $2,292+130.1% | $3,949+33.5% | $2,755+91.4% |
| Participant deferral / active EE | $12,562 | $4,411+184.8% | $6,276+100.2% | $4,296+192.4% |
| Admin fee / account holder | $11,485 | $7,191+59.7% | $10,363+10.8% | $6,918+66.0% |