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 | $169,838 | $112,096+51.5% | $95,952+77.0% | $158,922+6.9% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 12.54% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,634 | $3,198-17.6% | $2,541+3.6% | $4,761-44.7% |
| Participant deferral / active EE | $7,158 | $4,784+49.6% | $4,167+71.8% | $5,982+19.7% |
| Admin fee / account holder | $1,308 | $10,130-87.1% | $6,795-80.8% | $11,246-88.4% |