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 | $178,434 | $114,381+56.0% | $107,525+65.9% | $142,382+25.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.40% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $25,970 | $4,015+546.9% | $3,754+591.9% | $4,299+504.1% |
| Participant deferral / active EE | $17,649 | $5,564+217.2% | $5,116+245.0% | $6,507+171.2% |
| Admin fee / account holder | $9,429 | $9,860-4.4% | $8,919+5.7% | $12,624-25.3% |