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 9-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 | $146,852 | $109,359+34.3% | $162,163-9.4% | $72,985+101.2% |
| Participation rate | 98.2% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.7pp |
| Annual return | 24.21% | 25.46%-1.2pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $6,981 | $3,907+78.7% | $5,614+24.4% | $2,440+186.1% |
| Participant deferral / active EE | $15,599 | $5,481+184.6% | $7,298+113.7% | $3,607+332.4% |
| Admin fee / account holder | $564 | $7,972-92.9% | $10,843-94.8% | $5,124-89.0% |