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 | $167,572 | $70,669+137.1% | $169,368-1.1% | $75,163+122.9% |
| Participation rate | 76.3% | 64.8%+11.5pp | 77.1%-0.8pp | 67.2%+9.1pp |
| Annual return | 16.33% | 36.36%-20.0pp | 405.60%-389.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,169 | $2,211+133.8% | $4,013+28.8% | $2,670+93.6% |
| Participant deferral / active EE | $10,038 | $4,311+132.9% | $6,221+61.3% | $4,125+143.3% |
| Admin fee / account holder | $1,151 | $5,402-78.7% | $9,003-87.2% | $5,651-79.6% |