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 | $167,865 | $89,753+87.0% | $107,525+56.1% | $84,808+97.9% |
| Participation rate | 84.1% | 68.1%+16.0pp | 75.1%+9.0pp | 68.3%+15.8pp |
| Annual return | 18.04% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $8,123 | $3,113+160.9% | $3,754+116.4% | $2,631+208.7% |
| Participant deferral / active EE | $9,079 | $4,056+123.8% | $5,116+77.5% | $4,212+115.6% |
| Admin fee / account holder | $1,525 | $7,222-78.9% | $8,919-82.9% | $7,344-79.2% |