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 | $164,442 | $65,395+151.5% | $182,532-9.9% | $72,985+125.3% |
| Participation rate | 94.1% | 65.4%+28.7pp | 78.0%+16.1pp | 69.5%+24.6pp |
| Annual return | 25.88% | 27.68%-1.8pp | 148.54%-122.7pp | 81.00%-55.1pp |
| Employer contribution / active EE | $10,384 | $1,911+443.3% | $4,076+154.7% | $2,440+325.6% |
| Participant deferral / active EE | $4,214 | $3,563+18.3% | $5,524-23.7% | $3,607+16.8% |
| Admin fee / account holder | $7,565 | $4,245+78.2% | $8,592-11.9% | $5,124+47.6% |