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 | $166,611 | $90,745+83.6% | $130,231+27.9% | $75,163+121.7% |
| Participation rate | 89.6% | 71.1%+18.5pp | 76.3%+13.3pp | 67.2%+22.4pp |
| Annual return | 16.71% | 34.45%-17.7pp | 38.77%-22.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,842 | $3,314-44.4% | $4,126-55.3% | $2,670-31.0% |
| Participant deferral / active EE | $13,499 | $5,362+151.7% | $6,799+98.6% | $4,125+227.2% |
| Admin fee / account holder | $11,601 | $6,331+83.2% | $6,020+92.7% | $5,651+105.3% |