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 | $165,275 | $77,634+112.9% | $156,549+5.6% | $62,891+162.8% |
| Participation rate | 98.6% | 71.2%+27.4pp | 84.0%+14.6pp | 69.3%+29.3pp |
| Annual return | 5.35% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $9,476 | $3,444+175.2% | $5,501+72.3% | $2,281+315.5% |
| Participant deferral / active EE | $2,798 | $3,045-8.1% | $4,871-42.6% | $3,203-12.6% |
| Admin fee / account holder | $12,921 | $5,561+132.3% | $13,027-0.8% | $4,296+200.8% |