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 9-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 | $168,901 | $123,793+36.4% | $177,821-5.0% | $79,858+111.5% |
| Participation rate | 87.3% | 84.7%+2.6pp | 87.7%-0.4pp | 69.6%+17.7pp |
| Annual return | 15.51% | 22.82%-7.3pp | 48.32%-32.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $7,292 | $4,095+78.1% | $5,918+23.2% | $2,471+195.1% |
| Participant deferral / active EE | $13,253 | $5,956+122.5% | $7,714+71.8% | $3,740+254.4% |
| Admin fee / account holder | $3,895 | $7,243-46.2% | $12,427-68.7% | $5,306-26.6% |