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 | $160,348 | $89,355+79.5% | $141,162+13.6% | $72,985+119.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 20.77% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $8,166 | $3,114+162.2% | $4,735+72.5% | $2,440+234.7% |
| Participant deferral / active EE | $13,228 | $5,418+144.2% | $6,709+97.2% | $3,607+266.7% |
| Admin fee / account holder | $6,003 | $5,958+0.8% | $10,261-41.5% | $5,124+17.2% |