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 | $160,933 | $98,750+63.0% | $149,696+7.5% | $79,858+101.5% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 16.63% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,897 | $3,216+21.2% | $4,644-16.1% | $2,471+57.7% |
| Participant deferral / active EE | $10,530 | $5,680+85.4% | $6,842+53.9% | $3,740+181.5% |
| Admin fee / account holder | $7,625 | $6,053+26.0% | $9,309-18.1% | $5,306+43.7% |