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 | $148,103 | $73,933+100.3% | $96,683+53.2% | $75,163+97.0% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 16.65% | 26.70%-10.1pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,066 | $2,928+38.9% | $3,737+8.8% | $2,670+52.3% |
| Participant deferral / active EE | $7,783 | $3,659+112.7% | $4,878+59.5% | $4,125+88.7% |
| Admin fee / account holder | $24,387 | $5,216+367.5% | $6,730+262.4% | $5,651+331.6% |