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 | $168,538 | $125,758+34.0% | $169,993-0.9% | $75,163+124.2% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 20.15% | 27.20%-7.0pp | 53.37%-33.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $8,909 | $4,615+93.1% | $6,785+31.3% | $2,670+233.7% |
| Participant deferral / active EE | $13,621 | $6,837+99.2% | $10,408+30.9% | $4,125+230.2% |
| Admin fee / account holder | $5,947 | $8,173-27.2% | $12,815-53.6% | $5,651+5.2% |