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 | $159,139 | $79,944+99.1% | $98,439+61.7% | $75,163+111.7% |
| Participation rate | 83.7% | 70.4%+13.4pp | 75.2%+8.6pp | 67.2%+16.5pp |
| Annual return | 13.44% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,988 | $3,752+59.6% | $4,738+26.4% | $4,125+45.2% |
| Admin fee / account holder | $25,968 | $6,840+279.7% | $8,948+190.2% | $5,651+359.5% |