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 | $147,969 | $91,190+62.3% | $178,490-17.1% | $79,858+85.3% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 14.34% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,680 | $3,256+105.2% | $5,011+33.3% | $2,471+170.4% |
| Participant deferral / active EE | $4,060 | $3,236+25.5% | $5,202-21.9% | $3,740+8.6% |
| Admin fee / account holder | $18,763 | $6,751+177.9% | $13,984+34.2% | $5,306+253.6% |