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 | $159,599 | $90,745+75.9% | $130,231+22.6% | $75,163+112.3% |
| Participation rate | 82.3% | 71.1%+11.2pp | 76.3%+6.0pp | 67.2%+15.1pp |
| Annual return | 21.16% | 34.45%-13.3pp | 38.77%-17.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $889 | $3,314-73.2% | $4,126-78.4% | $2,670-66.7% |
| Participant deferral / active EE | $8,295 | $5,362+54.7% | $6,799+22.0% | $4,125+101.1% |
| Admin fee / account holder | $1,187 | $6,331-81.3% | $6,020-80.3% | $5,651-79.0% |