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 | $165,584 | $89,753+84.5% | $107,525+54.0% | $84,808+95.2% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 16.26% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,315 | $3,113+70.7% | $3,754+41.6% | $2,631+102.0% |
| Participant deferral / active EE | $4,989 | $4,056+23.0% | $5,116-2.5% | $4,212+18.5% |
| Admin fee / account holder | $17,783 | $7,222+146.2% | $8,919+99.4% | $7,344+142.2% |