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 | $169,825 | $107,334+58.2% | $92,893+82.8% | $152,861+11.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 26.25% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,677 | $4,221+10.8% | $3,653+28.0% | $4,762-1.8% |
| Participant deferral / active EE | $9,313 | $4,845+92.2% | $4,236+119.9% | $5,850+59.2% |
| Admin fee / account holder | $2,660 | $7,079-62.4% | $5,794-54.1% | $11,596-77.1% |