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 | $152,887 | $93,571+63.4% | $135,903+12.5% | $75,163+103.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $4,426 | $3,537+25.2% | $4,856-8.8% | $2,670+65.8% |
| Participant deferral / active EE | $12,385 | $6,404+93.4% | $7,758+59.6% | $4,125+200.2% |
| Admin fee / account holder | $22,715 | $6,975+225.6% | $10,762+111.1% | $5,651+302.0% |