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 | $172,428 | $77,899+121.3% | $149,673+15.2% | $75,163+129.4% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+19.0pp | 67.2%+30.5pp |
| Annual return | 21.48% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $7,669 | $3,137+144.4% | $4,818+59.2% | $2,670+187.3% |
| Participant deferral / active EE | $6,782 | $3,411+98.8% | $5,680+19.4% | $4,125+64.4% |
| Admin fee / account holder | $2,961 | $5,956-50.3% | $13,210-77.6% | $5,651-47.6% |