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 | $148,652 | $89,753+65.6% | $107,525+38.2% | $84,808+75.3% |
| Participation rate | 76.9% | 68.1%+8.9pp | 75.1%+1.8pp | 68.3%+8.6pp |
| Annual return | 15.44% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,082 | $3,113+31.1% | $3,754+8.8% | $2,631+55.2% |
| Participant deferral / active EE | $8,458 | $4,056+108.5% | $5,116+65.3% | $4,212+100.8% |
| Admin fee / account holder | $27,080 | $7,222+275.0% | $8,919+203.6% | $7,344+268.7% |