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 | $163,654 | $95,416+71.5% | $185,823-11.9% | $85,850+90.6% |
| Participation rate | 95.6% | 68.8%+26.8pp | 81.7%+13.9pp | 69.3%+26.2pp |
| Annual return | 21.33% | 23.59%-2.3pp | 122.05%-100.7pp | 318.53%-297.2pp |
| Employer contribution / active EE | $7,177 | $3,314+116.6% | $5,167+38.9% | $2,565+179.8% |
| Participant deferral / active EE | $6,119 | $3,423+78.8% | $5,568+9.9% | $3,952+54.9% |
| Admin fee / account holder | $4,139 | $7,213-42.6% | $16,237-74.5% | $6,260-33.9% |