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 | $180,966 | $105,181+72.1% | $159,436+13.5% | $85,850+110.8% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 13.87% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $6,819 | $3,318+105.5% | $4,829+41.2% | $2,565+165.8% |
| Participant deferral / active EE | $9,834 | $5,945+65.4% | $7,352+33.8% | $3,952+148.9% |
| Admin fee / account holder | $8,424 | $6,933+21.5% | $10,799-22.0% | $6,260+34.6% |