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 | $160,204 | $60,892+163.1% | $82,389+94.4% | $84,808+88.9% |
| Participation rate | 98.4% | 63.3%+35.1pp | 69.5%+28.8pp | 68.3%+30.0pp |
| Annual return | 13.46% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $450 | $1,779-74.7% | $2,517-82.1% | $2,631-82.9% |
| Participant deferral / active EE | $5,869 | $3,179+84.6% | $4,155+41.3% | $4,212+39.3% |
| Admin fee / account holder | $30,887 | $5,467+464.9% | $7,231+327.2% | $7,344+320.6% |