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 | $173,849 | $94,625+83.7% | $116,228+49.6% | $84,808+105.0% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.6%+6.1pp | 68.3%+12.3pp |
| Annual return | 15.51% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,540 | $2,347-34.4% | $2,994-48.6% | $2,631-41.5% |
| Participant deferral / active EE | $9,043 | $3,972+127.7% | $4,953+82.6% | $4,212+114.7% |
| Admin fee / account holder | $2,090 | $10,091-79.3% | $11,989-82.6% | $7,344-71.5% |