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 | $161,464 | $73,933+118.4% | $96,683+67.0% | $75,163+114.8% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 15.85% | 26.70%-10.9pp | 35.69%-19.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $5,632 | $2,928+92.4% | $3,737+50.7% | $2,670+110.9% |
| Participant deferral / active EE | $5,800 | $3,659+58.5% | $4,878+18.9% | $4,125+40.6% |
| Admin fee / account holder | $3,300 | $5,216-36.7% | $6,730-51.0% | $5,651-41.6% |