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 | $164,169 | $98,750+66.2% | $149,696+9.7% | $79,858+105.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 21.28% | 27.43%-6.1pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $3,874 | $3,216+20.4% | $4,644-16.6% | $2,471+56.8% |
| Participant deferral / active EE | $7,460 | $5,680+31.3% | $6,842+9.0% | $3,740+99.5% |
| Admin fee / account holder | $8,241 | $6,053+36.2% | $9,309-11.5% | $5,306+55.3% |