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 | $167,275 | $81,248+105.9% | $155,509+7.6% | $80,856+106.9% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 14.76% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $14,017 | $3,100+352.1% | $4,672+200.0% | $2,755+408.8% |
| Participant deferral / active EE | $7,068 | $3,452+104.8% | $5,626+25.6% | $4,296+64.5% |
| Admin fee / account holder | $58,518 | $7,997+631.7% | $15,912+267.8% | $6,918+745.9% |