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 | $170,596 | $93,571+82.3% | $135,903+25.5% | $75,163+127.0% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 15.48% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $5,657 | $3,537+60.0% | $4,856+16.5% | $2,670+111.9% |
| Participant deferral / active EE | $15,969 | $6,404+149.4% | $7,758+105.8% | $4,125+287.1% |
| Admin fee / account holder | $22,418 | $6,975+221.4% | $10,762+108.3% | $5,651+296.7% |