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 | $157,203 | $89,355+75.9% | $141,162+11.4% | $72,985+115.4% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 23.37% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $8,318 | $3,114+167.1% | $4,735+75.7% | $2,440+240.9% |
| Participant deferral / active EE | $8,588 | $5,418+58.5% | $6,709+28.0% | $3,607+138.1% |
| Admin fee / account holder | $911 | $5,958-84.7% | $10,261-91.1% | $5,124-82.2% |