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 | $164,308 | $91,190+80.2% | $178,490-7.9% | $79,858+105.8% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 11.44% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,734 | $3,256+45.4% | $5,011-5.5% | $2,471+91.6% |
| Participant deferral / active EE | $3,515 | $3,236+8.6% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $16,286 | $6,751+141.2% | $13,984+16.5% | $5,306+206.9% |