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 | $155,642 | $79,944+94.7% | $98,439+58.1% | $75,163+107.1% |
| Participation rate | 89.2% | 70.4%+18.8pp | 75.2%+14.0pp | 67.2%+22.0pp |
| Annual return | 16.25% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,482 | $2,264+98.0% | $3,048+47.0% | $2,670+67.9% |
| Participant deferral / active EE | $9,724 | $3,752+159.2% | $4,738+105.2% | $4,125+135.7% |
| Admin fee / account holder | $11,277 | $6,840+64.9% | $8,948+26.0% | $5,651+99.6% |