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 | $169,096 | $93,170+81.5% | $100,534+68.2% | $84,808+99.4% |
| Participation rate | 95.3% | 75.8%+19.5pp | 80.6%+14.7pp | 68.3%+27.0pp |
| Annual return | 15.13% | 47.13%-32.0pp | 32.66%-17.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,857 | $3,985+47.0% | $4,346+34.8% | $2,631+122.6% |
| Participant deferral / active EE | $6,916 | $5,699+21.4% | $6,144+12.6% | $4,212+64.2% |
| Admin fee / account holder | $16,213 | $7,382+119.6% | $7,654+111.8% | $7,344+120.8% |