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 | $158,162 | $77,899+103.0% | $149,673+5.7% | $75,163+110.4% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 18.15% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,599 | $3,137-17.2% | $4,818-46.0% | $2,670-2.6% |
| Participant deferral / active EE | $6,272 | $3,411+83.9% | $5,680+10.4% | $4,125+52.0% |
| Admin fee / account holder | $1,231 | $5,956-79.3% | $13,210-90.7% | $5,651-78.2% |