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 | $160,192 | $89,355+79.3% | $141,162+13.5% | $72,985+119.5% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 26.01% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,033 | $3,114-2.6% | $4,735-35.9% | $2,440+24.3% |
| Participant deferral / active EE | $9,886 | $5,418+82.5% | $6,709+47.3% | $3,607+174.0% |
| Admin fee / account holder | $11,166 | $5,958+87.4% | $10,261+8.8% | $5,124+117.9% |