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 | $169,526 | $65,365+159.4% | $92,893+82.5% | $72,985+132.3% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.8pp |
| Annual return | 24.13% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $6,066 | $2,594+133.8% | $3,653+66.1% | $2,440+148.6% |
| Participant deferral / active EE | $8,411 | $3,128+168.9% | $4,236+98.6% | $3,607+133.2% |
| Admin fee / account holder | $21,243 | $4,251+399.7% | $5,794+266.7% | $5,124+314.6% |