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 | $163,245 | $89,753+81.9% | $107,525+51.8% | $84,808+92.5% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 19.85% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,725 | $3,113+51.7% | $3,754+25.9% | $2,631+79.6% |
| Participant deferral / active EE | $9,722 | $4,056+139.7% | $5,116+90.1% | $4,212+130.8% |
| Admin fee / account holder | $5,412 | $7,222-25.1% | $8,919-39.3% | $7,344-26.3% |