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 | $163,617 | $85,766+90.8% | $136,294+20.0% | $70,131+133.3% |
| Participation rate | 75.6% | 74.2%+1.5pp | 81.9%-6.3pp | 69.5%+6.1pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,036 | $2,966-31.3% | $4,695-56.6% | $2,342-13.1% |
| Participant deferral / active EE | $9,617 | $5,051+90.4% | $6,247+53.9% | $3,332+188.6% |
| Admin fee / account holder | $5,089 | $5,420-6.1% | $9,243-44.9% | $4,645+9.5% |