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 | $160,081 | $93,571+71.1% | $135,903+17.8% | $75,163+113.0% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $6,095 | $3,537+72.3% | $4,856+25.5% | $2,670+128.3% |
| Participant deferral / active EE | $11,744 | $6,404+83.4% | $7,758+51.4% | $4,125+184.7% |
| Admin fee / account holder | $15,182 | $6,975+117.7% | $10,762+41.1% | $5,651+168.7% |