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 | $175,213 | $98,750+77.4% | $149,696+17.0% | $79,858+119.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 13.70% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,707 | $3,216+77.4% | $4,644+22.9% | $2,471+131.0% |
| Participant deferral / active EE | $12,159 | $5,680+114.1% | $6,842+77.7% | $3,740+225.1% |
| Admin fee / account holder | $14,492 | $6,053+139.4% | $9,309+55.7% | $5,306+173.1% |