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 | $182,231 | $85,766+112.5% | $136,294+33.7% | $70,131+159.8% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 19.54% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $8,847 | $2,966+198.3% | $4,695+88.4% | $2,342+277.7% |
| Participant deferral / active EE | $9,148 | $5,051+81.1% | $6,247+46.4% | $3,332+174.6% |
| Admin fee / account holder | $2,599 | $5,420-52.1% | $9,243-71.9% | $4,645-44.1% |