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 | $167,159 | $98,750+69.3% | $149,696+11.7% | $79,858+109.3% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 21.79% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $12,479 | $3,216+288.0% | $4,644+168.7% | $2,471+405.0% |
| Participant deferral / active EE | $11,840 | $5,680+108.4% | $6,842+73.1% | $3,740+216.6% |
| Admin fee / account holder | $9,434 | $6,053+55.9% | $9,309+1.4% | $5,306+77.8% |