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 | $160,124 | $127,264+25.8% | $109,895+45.7% | $167,490-4.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 24.06% | 22.97%+1.1pp | 29.45%-5.4pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,514 | $3,322-54.4% | $2,842-46.7% | $4,837-68.7% |
| Participant deferral / active EE | $1,726 | $4,514-61.8% | $4,048-57.4% | $6,341-72.8% |
| Admin fee / account holder | $87,033 | $7,114+1123.4% | $6,066+1334.8% | $12,309+607.1% |