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 | $156,742 | $58,208+169.3% | $81,812+91.6% | $80,856+93.9% |
| Participation rate | 95.0% | 63.4%+31.6pp | 72.3%+22.7pp | 67.6%+27.4pp |
| Annual return | 12.24% | 41.66%-29.4pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,946 | $2,340+68.6% | $2,912+35.5% | $2,755+43.2% |
| Participant deferral / active EE | $8,938 | $3,281+172.4% | $4,319+107.0% | $4,296+108.1% |
| Admin fee / account holder | $15,319 | $4,981+207.5% | $7,386+107.4% | $6,918+121.4% |