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 | $158,115 | $73,933+113.9% | $96,683+63.5% | $75,163+110.4% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 17.08% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $17,848 | $3,659+387.8% | $4,878+265.9% | $4,125+332.7% |
| Admin fee / account holder | $17,960 | $5,216+244.3% | $6,730+166.9% | $5,651+217.8% |