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 | $174,749 | $77,899+124.3% | $149,673+16.8% | $75,163+132.5% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.4pp | 67.2%+24.0pp |
| Annual return | 16.44% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,260 | $3,137+131.4% | $4,818+50.7% | $2,670+171.9% |
| Participant deferral / active EE | $4,668 | $3,411+36.8% | $5,680-17.8% | $4,125+13.2% |
| Admin fee / account holder | $2,302 | $5,956-61.4% | $13,210-82.6% | $5,651-59.3% |