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 | $163,256 | $81,248+100.9% | $155,509+5.0% | $80,856+101.9% |
| Participation rate | 97.0% | 66.2%+30.7pp | 78.2%+18.8pp | 67.6%+29.3pp |
| Annual return | 12.34% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,333 | $3,100+104.3% | $4,672+35.5% | $2,755+129.9% |
| Participant deferral / active EE | $4,256 | $3,452+23.3% | $5,626-24.4% | $4,296-0.9% |
| Admin fee / account holder | $10,797 | $7,997+35.0% | $15,912-32.1% | $6,918+56.1% |