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 | $168,498 | $74,888+125.0% | $71,209+136.6% | $142,382+18.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 13.75% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,925 | $2,854+177.6% | $2,721+191.2% | $4,299+84.3% |
| Participant deferral / active EE | $4,664 | $4,454+4.7% | $4,175+11.7% | $6,507-28.3% |
| Admin fee / account holder | $12,695 | $5,568+128.0% | $5,349+137.3% | $12,624+0.6% |