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 | $162,429 | $89,355+81.8% | $141,162+15.1% | $72,985+122.6% |
| Participation rate | 98.6% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 23.97% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,615 | $3,114-16.0% | $4,735-44.8% | $2,440+7.2% |
| Participant deferral / active EE | $6,622 | $5,418+22.2% | $6,709-1.3% | $3,607+83.6% |
| Admin fee / account holder | $11,911 | $5,958+99.9% | $10,261+16.1% | $5,124+132.4% |