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 | $173,054 | $89,753+92.8% | $107,525+60.9% | $84,808+104.1% |
| Participation rate | 97.4% | 68.1%+29.3pp | 75.1%+22.3pp | 68.3%+29.1pp |
| Annual return | 16.73% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,797 | $3,113+214.7% | $3,754+161.0% | $2,631+272.4% |
| Participant deferral / active EE | $10,342 | $4,056+155.0% | $5,116+102.2% | $4,212+145.6% |
| Admin fee / account holder | $25,444 | $7,222+252.3% | $8,919+185.3% | $7,344+246.5% |