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 | $148,337 | $93,571+58.5% | $135,903+9.1% | $75,163+97.4% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 19.01% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,758 | $3,537-50.3% | $4,856-63.8% | $2,670-34.1% |
| Participant deferral / active EE | $12,170 | $6,404+90.0% | $7,758+56.9% | $4,125+195.0% |
| Admin fee / account holder | $1,789 | $6,975-74.3% | $10,762-83.4% | $5,651-68.3% |