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 | $160,084 | $99,877+60.3% | $84,966+88.4% | $145,922+9.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.01% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,689 | $3,231-16.8% | $2,727-1.4% | $4,660-42.3% |
| Participant deferral / active EE | $7,643 | $5,291+44.5% | $4,519+69.1% | $6,688+14.3% |
| Admin fee / account holder | $912 | $7,248-87.4% | $6,149-85.2% | $13,397-93.2% |