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 | $158,593 | $53,516+196.3% | $126,539+25.3% | $84,808+87.0% |
| Participation rate | 73.5% | 58.2%+15.2pp | 69.8%+3.7pp | 68.3%+5.2pp |
| Annual return | 18.72% | 58.34%-39.6pp | 425.95%-407.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,778 | $1,535+81.0% | $3,674-24.4% | $2,631+5.6% |
| Participant deferral / active EE | $5,808 | $2,671+117.5% | $4,083+42.3% | $4,212+37.9% |
| Admin fee / account holder | $5,974 | $4,497+32.8% | $6,065-1.5% | $7,344-18.7% |