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 | $170,363 | $135,952+25.3% | $123,892+37.5% | $273,961-37.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.88% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,339 | $5,170-54.8% | $4,617-49.3% | $4,869-52.0% |
| Participant deferral / active EE | $11,891 | $6,343+87.5% | $5,984+98.7% | $5,287+124.9% |
| Admin fee / account holder | $15,983 | $9,817+62.8% | $8,357+91.3% | $10,132+57.7% |