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 | $175,814 | $78,672+123.5% | $109,143+61.1% | $85,850+104.8% |
| Participation rate | 91.8% | 68.3%+23.5pp | 75.9%+15.9pp | 69.3%+22.5pp |
| Annual return | 13.17% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,946 | $2,735+7.7% | $3,722-20.9% | $2,565+14.8% |
| Participant deferral / active EE | $8,083 | $3,467+133.1% | $4,653+73.7% | $3,952+104.6% |
| Admin fee / account holder | $45,134 | $5,469+725.2% | $6,752+568.4% | $6,260+621.0% |