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 | $172,223 | $109,881+56.7% | $150,045+14.8% | $84,808+103.1% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 16.56% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,363 | $3,561+78.7% | $4,693+35.6% | $2,631+141.9% |
| Participant deferral / active EE | $12,727 | $6,636+91.8% | $7,997+59.1% | $4,212+202.2% |
| Admin fee / account holder | $1,139 | $8,568-86.7% | $13,435-91.5% | $7,344-84.5% |