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 | $166,411 | $77,899+113.6% | $149,673+11.2% | $75,163+121.4% |
| Participation rate | 89.7% | 65.6%+24.1pp | 78.8%+10.9pp | 67.2%+22.5pp |
| Annual return | 15.17% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $6,314 | $3,137+101.2% | $4,818+31.1% | $2,670+136.5% |
| Participant deferral / active EE | $12,538 | $3,411+267.6% | $5,680+120.7% | $4,125+204.0% |
| Admin fee / account holder | $2,649 | $5,956-55.5% | $13,210-79.9% | $5,651-53.1% |