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 | $152,416 | $74,888+103.5% | $71,209+114.0% | $142,382+7.0% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 13.35% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,392 | $2,854+18.8% | $2,721+24.7% | $4,299-21.1% |
| Participant deferral / active EE | $10,549 | $4,454+136.8% | $4,175+152.7% | $6,507+62.1% |
| Admin fee / account holder | $3,158 | $5,568-43.3% | $5,349-41.0% | $12,624-75.0% |