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 | $174,606 | $105,181+66.0% | $159,436+9.5% | $85,850+103.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 17.62% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,358 | $3,318-28.9% | $4,829-51.2% | $2,565-8.1% |
| Participant deferral / active EE | $9,954 | $5,945+67.4% | $7,352+35.4% | $3,952+151.9% |
| Admin fee / account holder | $1,425 | $6,933-79.4% | $10,799-86.8% | $6,260-77.2% |