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 | $171,870 | $91,538+87.8% | $129,995+32.2% | $75,163+128.7% |
| Participation rate | 86.7% | 71.4%+15.3pp | 78.5%+8.3pp | 67.2%+19.6pp |
| Annual return | 21.64% | -631.11%+652.8pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,172 | $2,845+46.6% | $4,320-3.4% | $2,670+56.3% |
| Participant deferral / active EE | $10,462 | $4,341+141.0% | $5,820+79.8% | $4,125+153.6% |
| Admin fee / account holder | $11,361 | $6,790+67.3% | $10,614+7.0% | $5,651+101.1% |