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 | $155,061 | $93,571+65.7% | $135,903+14.1% | $75,163+106.3% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 16.91% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,578 | $3,537+29.4% | $4,856-5.7% | $2,670+71.5% |
| Participant deferral / active EE | $9,552 | $6,404+49.2% | $7,758+23.1% | $4,125+131.6% |
| Admin fee / account holder | $24,124 | $6,975+245.8% | $10,762+124.2% | $5,651+326.9% |