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 | $150,988 | $80,968+86.5% | $96,544+56.4% | $75,163+100.9% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 15.09% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.5pp |
| Employer contribution / active EE | $5,911 | $2,282+159.1% | $2,965+99.4% | $2,670+121.4% |
| Participant deferral / active EE | $7,502 | $3,928+91.0% | $4,851+54.7% | $4,125+81.9% |
| Admin fee / account holder | $3,355 | $6,724-50.1% | $8,252-59.3% | $5,651-40.6% |