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 | $173,142 | $80,968+113.8% | $96,544+79.3% | $75,163+130.4% |
| Participation rate | 79.5% | 71.8%+7.8pp | 76.0%+3.6pp | 67.2%+12.4pp |
| Annual return | 15.28% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,777 | $3,928+21.6% | $4,851-1.5% | $4,125+15.8% |
| Admin fee / account holder | $2,200 | $6,724-67.3% | $8,252-73.3% | $5,651-61.1% |