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 | $177,489 | $109,327+62.3% | $89,391+98.6% | $158,922+11.7% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 14.09% | 345.68%-331.6pp | 245.62%-231.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,799 | $3,170-11.7% | $2,586+8.3% | $4,761-41.2% |
| Participant deferral / active EE | $8,572 | $4,598+86.4% | $3,890+120.4% | $5,982+43.3% |
| Admin fee / account holder | $559 | $6,153-90.9% | $4,881-88.5% | $11,246-95.0% |