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 | $178,165 | $105,181+69.4% | $159,436+11.7% | $85,850+107.5% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 12.99% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,161 | $3,318-34.9% | $4,829-55.3% | $2,565-15.7% |
| Participant deferral / active EE | $7,044 | $5,945+18.5% | $7,352-4.2% | $3,952+78.2% |
| Admin fee / account holder | $1,123 | $6,933-83.8% | $10,799-89.6% | $6,260-82.1% |