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 | $156,176 | $93,571+66.9% | $135,903+14.9% | $75,163+107.8% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 22.99% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,314 | $3,537-62.9% | $4,856-72.9% | $2,670-50.8% |
| Participant deferral / active EE | $7,810 | $6,404+22.0% | $7,758+0.7% | $4,125+89.3% |
| Admin fee / account holder | $16,960 | $6,975+143.1% | $10,762+57.6% | $5,651+200.1% |