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 | $168,278 | $79,449+111.8% | $189,557-11.2% | $85,850+96.0% |
| Participation rate | 98.3% | 66.0%+32.3pp | 78.4%+19.9pp | 69.3%+29.0pp |
| Annual return | 18.78% | 18.45%+0.3pp | 64.17%-45.4pp | 318.53%-299.7pp |
| Employer contribution / active EE | $6,007 | $2,081+188.7% | $4,412+36.1% | $2,565+134.2% |
| Participant deferral / active EE | $12,150 | $4,051+199.9% | $6,174+96.8% | $3,952+207.5% |
| Admin fee / account holder | $5,719 | $5,377+6.4% | $9,807-41.7% | $6,260-8.6% |