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 | $164,307 | $114,381+43.6% | $107,525+52.8% | $142,382+15.4% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 19.71% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,129 | $4,015+52.7% | $3,754+63.3% | $4,299+42.6% |
| Participant deferral / active EE | $5,138 | $5,564-7.7% | $5,116+0.4% | $6,507-21.0% |
| Admin fee / account holder | $26,233 | $9,860+166.1% | $8,919+194.1% | $12,624+107.8% |