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 | $178,247 | $99,985+78.3% | $146,665+21.5% | $85,850+107.6% |
| Participation rate | 83.3% | 73.1%+10.3pp | 80.1%+3.3pp | 69.3%+14.0pp |
| Annual return | 13.80% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,557 | $2,559+39.0% | $4,136-14.0% | $2,565+38.7% |
| Participant deferral / active EE | $7,225 | $4,006+80.4% | $5,506+31.2% | $3,952+82.8% |
| Admin fee / account holder | $894 | $7,702-88.4% | $10,280-91.3% | $6,260-85.7% |