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 | $163,514 | $85,766+90.7% | $136,294+20.0% | $70,131+133.2% |
| Participation rate | 86.8% | 74.2%+12.6pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 16.38% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $9,685 | $2,966+226.5% | $4,695+106.3% | $2,342+313.4% |
| Participant deferral / active EE | $10,019 | $5,051+98.3% | $6,247+60.4% | $3,332+200.7% |
| Admin fee / account holder | $4,070 | $5,420-24.9% | $9,243-56.0% | $4,645-12.4% |