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 | $171,269 | $109,881+55.9% | $150,045+14.1% | $84,808+101.9% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,046 | $3,561+41.7% | $4,693+7.5% | $2,631+91.8% |
| Participant deferral / active EE | $10,462 | $6,636+57.7% | $7,997+30.8% | $4,212+148.4% |
| Admin fee / account holder | $2,260 | $8,568-73.6% | $13,435-83.2% | $7,344-69.2% |