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 | $175,866 | $89,355+96.8% | $141,162+24.6% | $72,985+141.0% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 25.07% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,592 | $3,114-16.8% | $4,735-45.3% | $2,440+6.2% |
| Participant deferral / active EE | $8,604 | $5,418+58.8% | $6,709+28.2% | $3,607+138.5% |
| Admin fee / account holder | $15,772 | $5,958+164.7% | $10,261+53.7% | $5,124+207.8% |