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 | $165,236 | $98,750+67.3% | $149,696+10.4% | $79,858+106.9% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 18.97% | 27.43%-8.5pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $8,346 | $3,216+159.5% | $4,644+79.7% | $2,471+237.8% |
| Participant deferral / active EE | $11,926 | $5,680+110.0% | $6,842+74.3% | $3,740+218.9% |
| Admin fee / account holder | $18,848 | $6,053+211.4% | $9,309+102.5% | $5,306+255.2% |