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 | $185,565 | $93,571+98.3% | $135,903+36.5% | $75,163+146.9% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 25.98% | 30.90%-4.9pp | 68.23%-42.3pp | 160.62%-134.6pp |
| Employer contribution / active EE | $5,114 | $3,537+44.6% | $4,856+5.3% | $2,670+91.6% |
| Participant deferral / active EE | $11,984 | $6,404+87.1% | $7,758+54.5% | $4,125+190.5% |
| Admin fee / account holder | $2,791 | $6,975-60.0% | $10,762-74.1% | $5,651-50.6% |