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 | $165,065 | $89,355+84.7% | $141,162+16.9% | $72,985+126.2% |
| Participation rate | 77.6% | 75.1%+2.5pp | 82.5%-4.9pp | 69.5%+8.1pp |
| Annual return | 20.98% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,634 | $5,418-51.4% | $6,709-60.7% | $3,607-27.0% |
| Admin fee / account holder | $3,591 | $5,958-39.7% | $10,261-65.0% | $5,124-29.9% |