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 | $170,711 | $98,750+72.9% | $149,696+14.0% | $79,858+113.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 13.71% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,540 | $3,216+41.1% | $4,644-2.3% | $2,471+83.7% |
| Participant deferral / active EE | $8,584 | $5,680+51.1% | $6,842+25.5% | $3,740+129.5% |
| Admin fee / account holder | $3,075 | $6,053-49.2% | $9,309-67.0% | $5,306-42.1% |