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 | $174,849 | $116,175+50.5% | $93,606+86.8% | $152,861+14.4% |
| Participation rate | 95.0% | 78.0%+17.0pp | 75.8%+19.2pp | 82.4%+12.6pp |
| Annual return | 25.40% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,444 | $3,218+38.1% | $2,718+63.5% | $4,762-6.7% |
| Participant deferral / active EE | $7,572 | $4,603+64.5% | $4,069+86.1% | $5,850+29.4% |
| Admin fee / account holder | $30,812 | $10,748+186.7% | $7,888+290.6% | $11,596+165.7% |