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 | $166,555 | $125,758+32.4% | $169,993-2.0% | $75,163+121.6% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | 16.39% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $6,240 | $4,615+35.2% | $6,785-8.0% | $2,670+133.7% |
| Participant deferral / active EE | $15,142 | $6,837+121.5% | $10,408+45.5% | $4,125+267.1% |
| Admin fee / account holder | $4,397 | $8,173-46.2% | $12,815-65.7% | $5,651-22.2% |