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 | $167,266 | $89,355+87.2% | $141,162+18.5% | $72,985+129.2% |
| Participation rate | 77.6% | 75.1%+2.5pp | 82.5%-4.9pp | 69.5%+8.1pp |
| Annual return | 27.12% | 111.85%-84.7pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,056 | $3,114-66.1% | $4,735-77.7% | $2,440-56.7% |
| Participant deferral / active EE | $9,822 | $5,418+81.3% | $6,709+46.4% | $3,607+172.3% |
| Admin fee / account holder | $13,111 | $5,958+120.1% | $10,261+27.8% | $5,124+155.9% |