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 | $168,908 | $73,933+128.5% | $96,683+74.7% | $75,163+124.7% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 17.07% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,193 | $2,928+77.4% | $3,737+39.0% | $2,670+94.5% |
| Participant deferral / active EE | $12,971 | $3,659+254.5% | $4,878+165.9% | $4,125+214.4% |
| Admin fee / account holder | $32,165 | $5,216+516.6% | $6,730+378.0% | $5,651+469.2% |