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 | $148,256 | $80,968+83.1% | $96,544+53.6% | $75,163+97.2% |
| Participation rate | 90.7% | 71.8%+19.0pp | 76.0%+14.8pp | 67.2%+23.5pp |
| Annual return | 15.74% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,304 | $2,282+132.4% | $2,965+78.9% | $2,670+98.7% |
| Participant deferral / active EE | $8,849 | $3,928+125.3% | $4,851+82.4% | $4,125+114.5% |
| Admin fee / account holder | $25,864 | $6,724+284.6% | $8,252+213.4% | $5,651+357.7% |