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 | $158,329 | $109,881+44.1% | $150,045+5.5% | $84,808+86.7% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 18.27% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $8,924 | $3,561+150.6% | $4,693+90.2% | $2,631+239.2% |
| Participant deferral / active EE | $10,747 | $6,636+62.0% | $7,997+34.4% | $4,212+155.2% |
| Admin fee / account holder | $26,120 | $8,568+204.8% | $13,435+94.4% | $7,344+255.7% |