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 | $170,349 | $115,770+47.1% | $101,248+68.2% | $158,922+7.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 11.27% | 56.14%-44.9pp | 46.47%-35.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $10,088 | $4,175+141.6% | $3,660+175.7% | $4,761+111.9% |
| Participant deferral / active EE | $6,021 | $4,957+21.5% | $4,370+37.8% | $5,982+0.6% |
| Admin fee / account holder | $21,947 | $7,245+202.9% | $5,945+269.1% | $11,246+95.2% |