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 | $152,175 | $93,571+62.6% | $135,903+12.0% | $75,163+102.5% |
| Participation rate | 98.6% | 75.2%+23.5pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 19.35% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,755 | $3,537-22.1% | $4,856-43.3% | $2,670+3.2% |
| Participant deferral / active EE | $9,507 | $6,404+48.5% | $7,758+22.5% | $4,125+130.5% |
| Admin fee / account holder | $1,453 | $6,975-79.2% | $10,762-86.5% | $5,651-74.3% |