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 | $160,902 | $99,985+60.9% | $146,665+9.7% | $85,850+87.4% |
| Participation rate | 85.4% | 73.1%+12.3pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 26.34% | 18.93%+7.4pp | 22.74%+3.6pp | 318.53%-292.2pp |
| Employer contribution / active EE | $1,220 | $2,559-52.3% | $4,136-70.5% | $2,565-52.5% |
| Participant deferral / active EE | $6,393 | $4,006+59.6% | $5,506+16.1% | $3,952+61.8% |
| Admin fee / account holder | $3,192 | $7,702-58.6% | $10,280-68.9% | $6,260-49.0% |