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 | $175,837 | $89,355+96.8% | $141,162+24.6% | $72,985+140.9% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 21.81% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $8,429 | $3,114+170.6% | $4,735+78.0% | $2,440+245.5% |
| Participant deferral / active EE | $10,591 | $5,418+95.5% | $6,709+57.9% | $3,607+193.6% |
| Admin fee / account holder | $10,084 | $5,958+69.2% | $10,261-1.7% | $5,124+96.8% |