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 | $164,856 | $51,576+219.6% | $129,207+27.6% | $80,856+103.9% |
| Participation rate | 98.2% | 57.0%+41.2pp | 69.6%+28.6pp | 67.6%+30.6pp |
| Annual return | 20.73% | 20.81%-0.1pp | 9417.33%-9396.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $585 | $1,584-63.1% | $4,153-85.9% | $2,755-78.8% |
| Participant deferral / active EE | $5,951 | $2,669+123.0% | $4,168+42.8% | $4,296+38.5% |
| Admin fee / account holder | $6,421 | $4,305+49.2% | $7,715-16.8% | $6,918-7.2% |