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 | $168,279 | $124,319+35.4% | $111,297+51.2% | $167,490+0.5% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 10.22% | 37.44%-27.2pp | 54.65%-44.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $7,123 | $3,435+107.4% | $2,731+160.8% | $4,837+47.3% |
| Participant deferral / active EE | $5,477 | $5,180+5.7% | $4,487+22.1% | $6,341-13.6% |
| Admin fee / account holder | $59,930 | $10,618+464.4% | $7,964+652.5% | $12,309+386.9% |