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 | $168,548 | $102,616+64.3% | $81,983+105.6% | $158,922+6.1% |
| Participation rate | 94.4% | 75.5%+18.9pp | 69.2%+25.2pp | 82.0%+12.5pp |
| Annual return | 6.84% | 61.04%-54.2pp | 41.31%-34.5pp | 302.83%-296.0pp |
| Employer contribution / active EE | $12,159 | $3,240+275.3% | $2,498+386.7% | $4,761+155.4% |
| Participant deferral / active EE | $12,159 | $4,648+161.6% | $3,722+226.7% | $5,982+103.2% |
| Admin fee / account holder | $2,550 | $8,235-69.0% | $5,664-55.0% | $11,246-77.3% |