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 | $180,340 | $89,753+100.9% | $107,525+67.7% | $84,808+112.6% |
| Participation rate | 95.0% | 68.1%+26.9pp | 75.1%+19.9pp | 68.3%+26.7pp |
| Annual return | 17.79% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $8,814 | $3,113+183.1% | $3,754+134.8% | $2,631+235.0% |
| Participant deferral / active EE | $7,038 | $4,056+73.5% | $5,116+37.6% | $4,212+67.1% |
| Admin fee / account holder | $7,884 | $7,222+9.2% | $8,919-11.6% | $7,344+7.4% |