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 | $158,518 | $79,944+98.3% | $98,439+61.0% | $75,163+110.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.6pp | 67.2%+18.5pp |
| Annual return | 19.67% | 19.75%-0.1pp | 21.16%-1.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,442 | $2,264+52.0% | $3,048+12.9% | $2,670+28.9% |
| Participant deferral / active EE | $8,006 | $3,752+113.4% | $4,738+69.0% | $4,125+94.1% |
| Admin fee / account holder | $988 | $6,840-85.6% | $8,948-89.0% | $5,651-82.5% |