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 | $149,604 | $72,277+107.0% | $101,248+47.8% | $79,858+87.3% |
| Participation rate | 90.8% | 68.5%+22.3pp | 75.8%+15.0pp | 69.6%+21.1pp |
| Annual return | 17.32% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,328 | $2,692-50.7% | $3,660-63.7% | $2,471-46.3% |
| Participant deferral / active EE | $5,879 | $3,282+79.1% | $4,370+34.5% | $3,740+57.2% |
| Admin fee / account holder | $10,422 | $4,400+136.9% | $5,945+75.3% | $5,306+96.4% |