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 | $164,022 | $98,750+66.1% | $149,696+9.6% | $79,858+105.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 16.42% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $9,318 | $3,216+189.7% | $4,644+100.6% | $2,471+277.1% |
| Participant deferral / active EE | $6,809 | $5,680+19.9% | $6,842-0.5% | $3,740+82.0% |
| Admin fee / account holder | $329 | $6,053-94.6% | $9,309-96.5% | $5,306-93.8% |