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 | $158,515 | $86,286+83.7% | $111,297+42.4% | $85,850+84.6% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 13.32% | 19.99%-6.7pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,823 | $2,043+87.1% | $2,731+40.0% | $2,565+49.0% |
| Participant deferral / active EE | $5,450 | $3,641+49.7% | $4,487+21.4% | $3,952+37.9% |
| Admin fee / account holder | $8,496 | $8,188+3.8% | $7,964+6.7% | $6,260+35.7% |