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 | $173,748 | $105,181+65.2% | $159,436+9.0% | $85,850+102.4% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.4pp | 69.3%+19.9pp |
| Annual return | 18.97% | 45.07%-26.1pp | 263.57%-244.6pp | 318.53%-299.6pp |
| Employer contribution / active EE | $8,165 | $3,318+146.1% | $4,829+69.1% | $2,565+218.3% |
| Participant deferral / active EE | $8,740 | $5,945+47.0% | $7,352+18.9% | $3,952+121.2% |
| Admin fee / account holder | $7,817 | $6,933+12.7% | $10,799-27.6% | $6,260+24.9% |