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 | $167,320 | $98,750+69.4% | $149,696+11.8% | $79,858+109.5% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 28.61% | 27.43%+1.2pp | 276.60%-248.0pp | 31.71%-3.1pp |
| Employer contribution / active EE | $8,023 | $3,216+149.5% | $4,644+72.8% | $2,471+224.7% |
| Participant deferral / active EE | $13,711 | $5,680+141.4% | $6,842+100.4% | $3,740+266.6% |
| Admin fee / account holder | $11,657 | $6,053+92.6% | $9,309+25.2% | $5,306+119.7% |