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 | $149,259 | $70,669+111.2% | $169,368-11.9% | $75,163+98.6% |
| Participation rate | 93.1% | 64.8%+28.3pp | 77.1%+16.0pp | 67.2%+25.9pp |
| Annual return | 20.89% | 36.36%-15.5pp | 405.60%-384.7pp | 160.62%-139.7pp |
| Employer contribution / active EE | $4,460 | $2,211+101.7% | $4,013+11.1% | $2,670+67.0% |
| Participant deferral / active EE | $10,647 | $4,311+147.0% | $6,221+71.1% | $4,125+158.1% |
| Admin fee / account holder | $28,841 | $5,402+433.9% | $9,003+220.3% | $5,651+410.4% |