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 | $182,346 | $148,534+22.8% | $135,903+34.2% | $139,434+30.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 30.21% | 79.19%-49.0pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $3,392 | $5,243-35.3% | $4,856-30.2% | $4,751-28.6% |
| Participant deferral / active EE | $9,350 | $8,100+15.4% | $7,758+20.5% | $6,710+39.3% |
| Admin fee / account holder | $1,375 | $12,400-88.9% | $10,762-87.2% | $11,403-87.9% |