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 | $164,016 | $89,753+82.7% | $107,525+52.5% | $84,808+93.4% |
| Participation rate | 95.9% | 68.1%+27.9pp | 75.1%+20.8pp | 68.3%+27.6pp |
| Annual return | 15.45% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,052 | $3,113+30.1% | $3,754+8.0% | $2,631+54.0% |
| Participant deferral / active EE | $7,736 | $4,056+90.7% | $5,116+51.2% | $4,212+83.7% |
| Admin fee / account holder | $24,189 | $7,222+234.9% | $8,919+171.2% | $7,344+229.4% |