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 | $178,749 | $77,899+129.5% | $149,673+19.4% | $75,163+137.8% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 14.73% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,598 | $3,137+14.7% | $4,818-25.3% | $2,670+34.8% |
| Participant deferral / active EE | $10,196 | $3,411+198.9% | $5,680+79.5% | $4,125+147.2% |
| Admin fee / account holder | $1,643 | $5,956-72.4% | $13,210-87.6% | $5,651-70.9% |