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 | $166,035 | $148,978+11.4% | $200,582-17.2% | $84,808+95.8% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 19.24% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $16,807 | $4,815+249.1% | $6,419+161.8% | $2,631+538.8% |
| Participant deferral / active EE | $16,397 | $7,142+129.6% | $9,331+75.7% | $4,212+289.3% |
| Admin fee / account holder | $20,453 | $13,977+46.3% | $16,305+25.4% | $7,344+178.5% |