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 | $167,394 | $98,750+69.5% | $149,696+11.8% | $79,858+109.6% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 19.76% | 27.43%-7.7pp | 276.60%-256.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,629 | $3,216-18.3% | $4,644-43.4% | $2,471+6.4% |
| Participant deferral / active EE | $6,997 | $5,680+23.2% | $6,842+2.3% | $3,740+87.1% |
| Admin fee / account holder | $8,483 | $6,053+40.2% | $9,309-8.9% | $5,306+59.9% |