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 | $161,933 | $79,449+103.8% | $189,557-14.6% | $85,850+88.6% |
| Participation rate | 90.0% | 66.0%+24.0pp | 78.4%+11.6pp | 69.3%+20.7pp |
| Annual return | 12.20% | 18.45%-6.2pp | 64.17%-52.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,487 | $2,081+19.5% | $4,412-43.6% | $2,565-3.0% |
| Participant deferral / active EE | $9,043 | $4,051+123.2% | $6,174+46.5% | $3,952+128.8% |
| Admin fee / account holder | $9,196 | $5,377+71.0% | $9,807-6.2% | $6,260+46.9% |