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 | $159,332 | $77,899+104.5% | $149,673+6.5% | $75,163+112.0% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 15.10% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,000 | $3,137+91.2% | $4,818+24.5% | $2,670+124.7% |
| Participant deferral / active EE | $5,312 | $3,411+55.7% | $5,680-6.5% | $4,125+28.8% |
| Admin fee / account holder | $503 | $5,956-91.6% | $13,210-96.2% | $5,651-91.1% |