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 | $165,951 | $78,422+111.6% | $95,952+73.0% | $79,858+107.8% |
| Participation rate | 70.8% | 73.5%-2.7pp | 77.1%-6.3pp | 69.6%+1.1pp |
| Annual return | 19.20% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,501 | $1,945-22.9% | $2,541-40.9% | $2,471-39.3% |
| Participant deferral / active EE | $4,967 | $3,440+44.4% | $4,167+19.2% | $3,740+32.8% |
| Admin fee / account holder | $1,206 | $5,622-78.6% | $6,795-82.3% | $5,306-77.3% |