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 | $162,788 | $81,248+100.4% | $155,509+4.7% | $80,856+101.3% |
| Participation rate | 96.7% | 66.2%+30.5pp | 78.2%+18.5pp | 67.6%+29.1pp |
| Annual return | 11.99% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $9,341 | $3,100+201.3% | $4,672+99.9% | $2,755+239.1% |
| Participant deferral / active EE | $6,690 | $3,452+93.8% | $5,626+18.9% | $4,296+55.7% |
| Admin fee / account holder | $6,035 | $7,997-24.5% | $15,912-62.1% | $6,918-12.8% |